change; I’m accessible 24/7. Fully committed to my clients and their families. I believe strongly in education and continuing education. At this point, I have 6 designations. My commitment to increasing my knowledge and the knowledge of my clients require it. I’m working on a 7th designation right now.
Certified Finance Planner (CFP)
Personal Financial Planner (PFP)
Certified Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
Elder Planning Counselor (EPC)
Certified Professional Consultant on Aging (CPCA)
Very impressive and well done! Jason … is there anything I did not touch on that you want to discuss….?
We spoke of it before, but I think it should bear mentioning again. Investors should focus on value, not fees. There are too many people paying fees to independent advisors and/or bank branches and not receiving any value. They get a form email once a year and if lucky possibly a meeting. My commitment is a minimum of 4 meetings in person per year including a trial tax return in December (to assess when taxes will be for the year and if anything should be done) and reviewing and filing their return in April. I encourage anyone unclear about their fees to contact me for a fee audit. I can review their portfolio and let them know exactly what fees they are paying. From there they can determine if they are getting value from that fee.
Wonderful! Jason, I want to thank you so much for your time … what is your contact information for those looking for more information including how to be added to your Private Placement notification email list?
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