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For over 16 years now Jason has been with RBC Dominion Securities, helping his clients simplify their finances and reduce the complexity associated with the day-to-day management of their financial assets.
 
Many in Windsor know Jason as the "Personal Finance Correspondent" for The Early Shift on CBC Radio 97.5 FM each Thursday Morning at 7:25 AM. (link)
 

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.

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
 
Complementary Portfolio Reviews are available by appointment only.