Know your advisor: CIRO Advisor Report
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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.
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I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.