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WHAT PEOPLE ARE SAYING... |
“My interaction with Jason has been very pleasing. It’s nice to know that there are advisors out there who truly take their clients interests very seriously rather than just selling specific products. I would highly recommend Jason to anyone. He’s very knowledgeable, caring and trustworthy.” Sid Goncalves, Chartered Accountant “It is vital for advisors to have strong professional networks and Jason has certainly been an excellent resource for my both my clients and I. He is accurate in his work and focuses heavily on the planning aspects, always taking a broad approach and initiating discussions of “what if” scenarios. He is open to alternative approaches and always looking to maximize the client’s benefit.” John Burghout, Chartered Accountant “As a chiropractor, I didn’t need to be sold on the need for disability insurance; I just wanted to make sure I got the best policy. When I met with Jason, he made it very clear that I should not be looking for a policy; I should be looking for an advisor. After discussing my needs, he explained his process, the 2 or 3 companies that we should consider and most importantly, his role come claim time. It was clear that Jason knew the products in and out and was very experienced with the claims process. I was very comfortable every step of the way and felt reassured that any claim would be well handled. The following year I was forced to make a claim and Jason really delivered on his promises. The experience was difficult for me and working with Jason really reduced my stress. He dealt with the insurer on my behalf, knew all the ins and outs and made sure I was treated fairly. I couldn’t imagine a better outcome and am very grateful for all his efforts. Needless to say I’ve recommended Jason to friends and colleagues and will do it again.” Dr. James Byers “Prior to meeting with Jason I had in place plans which I considered well thought out and appropriate for my situation. Our initial meeting focused largely on my goals and the plans I had to achieve them. It would be fair to say Jason asked a lot of questions. Grant Smith “Jason is very responsive to my needs and his advice is always practical and tailored to my lifestyle. He is an excellent listener and always has my best interests in mind. I never feel like just another client.” C. Arzoumanian, Chartered Accountant "I have worked with literally hundreds of advisors over the years and to me Jason epitomizes the ideal, modern-day, financial advisor. He truly takes a "client first" approach, providing a prudent, in-depth, analysis of their needs. This quality, combined with his superior technical skills, means his clients receive expert advice and an overall professional experience that is second to none." Eric Benchetrit “Jason is a pleasure to work with and always demonstrates the utmost integrity in everything he’s promised. I’d have no hesitation in recommending Jason!” Frank Milner “Even through tough economic times, Jason protected and watched our investments and we came through the last few years in better financial shape than when we started. It has been a pleasure dealing with Jason and we look forward to many more years of a successful relationship.” Rui & Dianne Cabral “Running a business means my day starts early and finishes late. Getting sound and timely advice means I don’t need to wonder if I’m pointed in the right direction, I just know. Jason is really easy to talk to and he always has me thinking about the future and making plans to get there. He is very professional and his personal service is top notch.” Janette Lynn “We are so glad that our paths crossed. Knowing that Jason is handling our financial future has taken a load off our minds. We cannot thank him enough.” J. & M. Cristiano “It is a pleasure working with Jason. He has always been very responsive, good at anticipating my needs and understands what needs to be done to achieve my goals.” Michael van Leur “Trust is paramount in establishing a true relationship that maximizes not only financial return but a comfort level in times of transition. Jason has always shown high commitment to my needs which has created a level of trust that has not been present with other advisors.” D. Coultis “Our experience with Jason has been very positive. He is very adept at listening, considers all the issues before making recommendations and never takes an “I know best” attitude. Jason is proactive, understands the needs of business owners and is always willing to work with our accountant to achieve the best resolution.” Karsten Muller "Jason ... he's the best." Armando Troia, Vice President As a business owner, it's been refreshing to have Jason take the time to understand and analyze my situation. I'm always impressed with his knowledge of tax which is always factored into his recommendations. Chris Shipton, Vice President |
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