CFA® charterholder, FCIA, FSA
Joined QV Date
BMath, University of Waterloo
“I get tremendous satisfaction from helping clients and I enjoy the challenge of articulating complex topics in an easily digestible way.”
Jason draws from his nearly 25 years of investment experience and actuarial training to help clients implement personalized wealth management strategies to meet their financial goals. By patiently navigating evolving market conditions, Jason helps his clients overcome behavioural biases and achieve lasting investment success over the long term.
Prior to QV, Jason worked as a pension actuary with an international human resources consulting company and in the Treasury department of an Alberta-based firm. In both roles, he advised on the design, funding and investment of pension plans.
Outside of work, Jason enjoys spending time with his family.
Jason is a QV shareholder.