Jason has over 20 years of executive, investment, and financial services experience. During his time as VP of Value Partners Investments, Jason worked alongside some of the most trusted Portfolio Managers in Canada. Jason has also spent time in the field of technology (software) and worked, for more than a decade, in progressively senior roles at MasterCard International.
Jason’s background in athletics informs his collaborative approach and competitive spirit. His clients benefit from his interest in their financial goals and his vast network of high caliber professionals (accountants, tax specialists, lawyers, real estate agents, etc.) who are always eager to offer additional support and services.
Jason is the father of two amazing daughters, he’s an avid hockey player, golfer, handyman and water skier. He is an active member of the community, a devoted hockey dad, and a Durham College and Brock University alumni (B.A.). Jason has also completed several Canadian Securities Institute courses.
Starting with a major national trust company, Greg entered the new field of financial planning in 1985. He felt that everyone, not just the wealthy, needed an array of financial and investment choices coupled with competent financial advice to help them achieve their goals.
A member of the Financial Planner Standards Council of Canada, The Canadian Academy of Senior Advisors and the Peterborough Estate Planning Council, Greg is committed to ongoing education and development.
Greg ensures that his clients can accomplish their own unique version of financial success.
I am now retired from the industry.
