Jay Schiller, FCSI, CIM
Jay has been helping clients pursue their ambitions for over 20 years.
Central to his success as a Senior Investment Advisor and Portfolio Manager is the discipline for doing what’s right for each individual.
Every family’s needs are different, and this means truly understanding what is important to you.
From gaining a deep understanding of client’s unique needs, the team develops a wealth plan that helps to guide decisions both in your life and across your investment strategies.
This process is ongoing and will change along with your life stage. Jay is fortunate to have an experienced extended team to help deliver an outstanding client experience.
Jay has made a firm commitment to ongoing education and is currently enrolled the Chartered Market Technician (CMT) program.
He has also met the highest standards for education, ethics, and experience in the financial services industry by achieving the prestigious designation of Fellow of the Canadian Securities Institute (FCSI).
A hockey dad and proud father to 3 young men, when he is not at the arena or ballpark, Jay enjoys traveling, puttering on the family farm and volunteering in the community.
Please contact him today to find out how you can achieve new levels of financial freedom