With several years of experience in the financial industry, Jason delivers effective advisor support through the development of close relationships, ensuring that an advisor's objectives and goals are met with the best possible solutions. He also works together with business development teams in Managing General Agencies (MGA) to help build knowledge around Sun Life's products and offerings.
Jason has worked with clients as a Financial Advisor and has a strong sense of responsibility and commitment, always looking to produce the best outcome while being adaptable and accommodating. “I understand the needs of the advisor,” says Jason. “I've learned that everyone's financial situation is unique. It's all about relationship-building and a personalized approach - not a cookie cutter solution.”
Jason is proficient in English and French, and skilled in understanding the financial and insurance needs for his clients. Jason is dedicated to his professional development and has successfully completed his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He is continuing his professional development in obtaining the Chartered Life Underwriter (CLU) designation.