Jason Maniotakis

Authentic. Trustworthy. Reliable.

Based in Calgary, Jason serves as a trusted Investment Counselor for affluent business owners, professionals and retirees across Alberta. He is passionate about building strong, enduring relationships with his clients, offering both personalized discretionary investment management and holistic financial planning advice grounded in a deep understanding of their unique circumstances and aspirations.

Jason’s career in the financial services industry began in 2003 with ATB Financial, and later he deepened his expertise specific to portfolio management when he joined ATB Investment Management’s Private Investment Counsel Team in 2008.

A unique holistic view.

Jason is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP) and is a Mount Royal University Graduate, holding a Bachelor's Degree in Financial Services. He also is a member of the CFA Institute, Calgary CFA Society and FP Canada (formerly, Financial Planning Standards Council of Canada).

Jason’s approach goes beyond simply managing investments, as he considers the interconnectedness of all financial aspects, including retirement planning, tax optimization, estate planning considerations and risk management. This comprehensive perspective allows him to develop truly integrated strategies that provide his clients with financial clarity and peace of mind. 

Embracing a work-life balance.

Jason is a born and raised Calgarian, and lives in Calgary with his wife, Violeta, and their son, Noah. He believes in the importance of a well-rounded life, balancing his professional dedication with reading, listening to podcasts, playing golf and supporting the Calgary Flames.