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CMT, CIM®
Associate Portfolio Manager, Senior Investment Advisor
Jason has over 17 years of experience in the wealth management industry.
He’s a Chartered Market Technician and Chartered Investment Manager which provide him the knowledge, tools and expertise to properly address his clients’ needs.
He focuses on providing unbiased advice to retirees, professionals and entrepreneurs.
CFP®
Associate Investment Advisor
Kirbi believes that every client should have a tailor-made financial plan that is suited to their goals and dreams.
She works closely with Jason to understand clients’ unique situations and provide a seamless wealth experience for their clients.
