Jason lost his father at a very young age and was raised by his single mother. Nobody in his family had ever graduated from College or University. Challenges aside, Jason’s mother instilled the spirit of hard work in her sons, encouraging them that anything is possible if they put their minds to it.
With that ever-present work ethic behind him, everything changed in 2005 when Jason graduated from Sir Sandford. After college, Jason was hired by one of the largest financial planning firms in the country. Through an amazing two-year training program and the support of great mentors, Jason was able to learn and gain experience from those at the top of their craft. Over the next 10 years, Jason thrived and built a very successful practice. Jason notes that the keys to his success were based on values, relationship-building and trust.
Appreciative for the opportunity afforded to him, but excited to move forward, Jason decided it was time to branch out and become his own independent advisor/broker. Like the goal-based plans he creates for his clients, his ultimate goal was to create something special and unique to bring to the marketplace. Thus, Wealth Achievers was born! By applying the principles of trust, integrity and transparency, Wealth Achievers aims to nurture and maximize resources to the benefit of every client. Jason is very proud of the reputation he has built with his clientele and hopes to continue helping other families achieve their financial independence.
When Jason is not in the office meeting with clients, he enjoys spending time at the cottage with his family, coaching his little guy in hockey, and, when he finds the time, slicing balls into the forest at the BCC.