Jason is an accomplished sales and investment management professional . Previously he has been responsible for driving strategic arrangements using a consultative approach with financial advisors, mutual fund and investment dealers. Over Jason’s 28-year career within the industry, he has experience as a registered Portfolio Manager where he focused on helping individuals and families build and protect their financial wealth. He has also held the positions of: Head of Corporate Development and Head of Business Development for OSC registered Portfolio Management firms, Regional Vice-President of Institutional Business Development with one of the country’s largest investment firms and Assistant Vice-President of a Trading Desk. Jason holds a Bachelor of Arts Degree in Economics from McMaster University and is a Chartered Financial Analyst (CFA) charterholder.