Jason has been in the financial services industry since 1993. Based in Chilliwack, where he was proudly born and raised, Jason serves families and business professionals throughout the Fraser Valley.
As a Certified Financial Planner (CFP), Jason is committed to providing personalized financial planning with a focus on wealth accumulation, asset preservation, and tax minimization. He believes in building lifelong partnerships with clients, emphasizing trust, integrity, and mutual respect. By deeply understanding each client’s unique needs, Jason delivers tailored advice and solutions that prioritize long-term financial success over simply offering products.
Jason’s values and ethics drive his approach to continuous improvement, both in business and in life. Outside of work, Jason enjoys skiing and hiking with his wife Crystal, attending his daughter’s soccer games, and mountain biking with his family and friends. A passionate adventurer, Jason thrives on challenges and embraces every opportunity to travel and explore.
