I believe that holistic financial planning and investment management are tethered together to meet your financial goals & create better financial outcomes.
I believe elegant simplicity beats complexity.
We believe the advisor-client relationship is one based on trust and unbiased advice. Jason works with you to build a plan and an investment strategy that meets your life’s goals.
Forward Thinking Solutions
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future. Investment strategies are built to be a reflection of your personality.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
The Behaviour Gap
Investors are naturally wired to be the least rational when their financial well-being is its most vulnerable. I act as a behavioural investment counselor so that my clients can achieve better investment outcomes.
Jason’s specialized cross-border knowledge combined with a team of cross-border professionals will help you navigate the complexity successfully.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.