I’ve been a wealth advisor for more than 20 years.  In that time, I've learned that the best financial decisions aren't the  most sophisticated ones - they're the ones you can actually live with.  

Before I invest a dollar, I require a financial plan for you. That means understanding what you own, what you owe, what you're trying to do, and what it will realistically cost to get there, so when we do invest, you'll know exactly why.  

That approach matters most at life's inflection points - a divorce, a death, a succession, a retirement.  If you're at on of those moments or heading towards one, that's exactly where I do my best work.  I approach every conversation - plainly and practically.  

My first job was a paper route at 11—up before dawn, responsible for my own customers, and learning quickly that trust is built by doing what you said you’d do. That’s still how I run my practice: direct conversations, transparent fees, and calls returned.  

Outside the office, I'm spending time with my family enjoying this amazing city and beautiful province.  At home, I'm a home cook of middling ambition, rabid sports enthusiast, a cook of middling ambition.  I coordinate the pizza lunch at my son's school - 600 slices every Monday.  My biggest indulgence is a book I can't put down.  I also believe a good financial plan should make your life feel bigger, I'm here to make that happen.  

Jason joined CIBC Wood Gundy in 20231after starting his career in CIBC Personal Banking. He holds a bachelor’s degree in commerce and has completed the Canadian Securities Course.

He’s the operational backbone of our team — organized, detail-oriented, and known for making every client interaction feel seamless. When you call our office, Jason is often your first point of contact, and he takes that seriously. If something needs to get done, he’s already on it.