Who I work with
Small Business Owners
Salary vs. dividends? Should you invest in your HoldCo? Retirement options for those without pensions. Succession planning.
RCMP and CAF members
As an ex-RCMP member, I understand the unique needs of our service members such as physical relocations, Veterans Affairs, and retirement planning.
Territorial, provincial and federal employees. Help with pension decisions. Should you invest in a RRSP when you have a defined pension? What to do with your severance pay?
Do you have enough savings and income sources to retire comfortably? CPP and OAS decisions, income splitting and tax savings, estate planning.
Canadians Living with Disabilities
Parents of children with a disability, adult accident victims, mid-life long term disabilities. Disability Tax Credit and RDSP planning.
Nice, hard working people
no further description needed :)
CFP, Your Trusted Thought Partner
After seventeen years of service in the RCMP, I decided to turn a passion for personal finance and helping people into a financial planning career. I'll listen to your concerns, hopes, and dreams before digging into your finances and making recommendations. By not managing investments or insurance products, I focus my time solely on getting to know you and your family and coaching you through clear action steps. I'll guide you through life's twists and turns and help you make smart money decisions along the way.
Marco, IT professional
Jason took us from feeling overwhelmed and worried about our financial situation, to feeling completely confident in our plan moving forward. He did an amazing job of first understanding our future goals, and then crafting detailed, nuanced advice around them. All of his deliverables to us were extremely organized and comprehensive, and he was a pleasure to work with in general. I'd highly recommend him to anyone looking for fee-only advice.