“We’d like one point of contact for all of our affairs. We’re tired of feeling that our financial and investment lives are uncoordinated and disorganized”
“There are so many things to think about and so many decisions to sort through. I’m not sure where to turn or who to ask.”
“I don’t like receiving 12 statements from my 3 investment managers…I’d love to get one statement and meet with one person who knows my whole story.”
“Our children are likely to inherit a lot of money. We want to prepare them to handle it. We want to put some safeguards in place to ensure they don’t get the money too early for their own good….”
...If the above comments reflect your feelings, Jason can help.
Years of experience dealing with the needs of high net worth clients has lead Jason to create a wealth care system. This system allows his clients to maintain an active role in the creation and management of investment policy, while delegating much of the management duties to Jason.
He is a fully licensed Investment Advisor (able to advise on all stocks, bonds, mutual funds and derivative products) and an insurance representative.
Jason has earned a Certified Financial Planner (CFP) designation as well as completing the Professional Financial Planning course of the Canadian Securities Institute.
Jason is a regular speaker on investment, insurance and estate planning topics to associations and clubs. His professional teaching experience includes the Certified Financial Planning courses at St. Clair College as well as graduate experience at the University of Windsor.
Testimonials from organizations that have had Jason speak to their retiring employees: "Mr. Smith has been both professional and insightful. His often humorous and entertaining style takes what can be overwhelming subject matter and makes it enjoyable." - A.J. Glajch, Director of HR, City of Windsor
