Work History
Edward Jones
Edward JonesJanuary 2023 to CurrentCIBC
CIBCMay 2002 to December 2022
Focus Areas
- Retirement income strategies
- Intergenerational planning
- Education savings strategies
About Jason
Despite what the old adage says, ignorance is not bliss when it comes to your finances.
In my 20+ years in financial services, I've seen too many people avoid learning what they need to know and instead just follow the crowd for money advice. It's not unusual for that avoidance to start because they're uncomfortable with money decisions and even asking for help. But letting discomfort lead to inaction can backfire when they can't afford to retire, or when their debt overtakes their budget.
I tell my clients that it's okay to feel uncomfortable, that we're in this together for...
In my 20+ years in financial services, I've seen too many people avoid learning what they need to know and instead just follow the crowd for money advice. It's not unusual for that avoidance to start because they're uncomfortable with money decisions and even asking for help. But letting discomfort lead to inaction can backfire when they can't afford to retire, or when their debt overtakes their budget.
I tell my clients that it's okay to feel uncomfortable, that we're in this together for...
Work History
Edward Jones
Edward JonesJanuary 2023 to CurrentCIBC
CIBCMay 2002 to December 2022
Team Members
Regan O'NeilClient Experience Specialist- Monica SokolClient Experience Specialist
Send Me a Message
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Phone
(250) 352-2254Fax
(877) 335-0409Office Address
96 Baker StreetNelson, BC V1L 4G9
Location
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