Providing clarity to give you the confidence to make the right decisions.
Jason Weinstein CFP® CIM®
Since 1995, Jason has been helping business owners and professionals with unbiased financial planning advice and employee benefit solutions.
Trusted advisor - He explains the complex financial world in simple terms. From a benefits specialist standpoint, he cuts through the jargon and helps clients understand their options.
Best Value – Jason works with his clients to the best value for the price his clients are willing to pay.
Trusted partners - Jason works with all of the major insurers so that he can provide unbiased advice.
Jason discovered his love of sharing knowledge while working in Japan as an English teacher over a quarter of a century ago. While walking around Tokyo, he met a financial planner who showed him how to combine his psychology background and teaching skills. When Jason returned to Canada, he took the Canadian Securities Course and began working at a major financial institution. After a few years, realizing that his clients needed more independent advice, he obtained his CERTIFIED FINANCIAL PLANNER® professional designation and moved to the independent side of the investment industry to provide advice on a range of financial topics. Jason also recently achieved the Chartered Investment Manager (CIM) designation.
Jason is happily married to his lovely wife, Deidre, and has two extremely outgoing daughters. When not advising clients, he enjoys helping friends and family understand their electronic gadgets, playing tennis and pickleball, and spending time with his family, friends, and his dog, Hazel.