Senior Financial Advisor
Professional. Truthful. Authentic.
Jason is a senior financial advisor based in Lloydminster and also services Vermillion. With a Qualified Associate Financial Planner (QAFP™) certification, Jason uses his experience and educational background to add value for his clients and guide them towards financial confidence and success.
"No bird soars too high, If he soars with his own wings" - William Blake
Jason inspires his clients by encouraging them to learn and invest in their own success. He believes listening, learning and mutual understanding is key. Jason is an active listener, and will dig deep and ask the right questions to understand your needs and goals. As his client, you can trust that Jason will always put you first and have your best interests in mind.
Responsible and empathetic
Jason says that his career at ATB Wealth has been key in his life and growth. His favourite part of his job is having the environment to be successful and helping clients to be successful too. In his spare time, Jason enjoys watching movies, listening to music and playing sports with his kids.
Connect with members of my team.