Jason Mansell

Growing up in Caledon, I never envisioned working in the financial services field. I did, however, watch my grandparents and family sometimes struggle with money. They never really had a trusted advisor, especially in the early days, and that feeling stuck with me as I grew up. I was always entrepreneurial, running a student painting business to afford school tuition and housing and after graduating from the University of Guelph, I saw the opportunity to help families plan better and to hopefully make a difference in their lives. Over the last 14 years, I am very grateful to all our clients that have entrusted us into their circle.

I am proud to serve clients in the greater Etobicoke area along with my branch office administrator, Raelyn Walker. We work together to simplify your financial lives and clarify the uncertainty that sometimes confronts us through life events like having children, retiring, caring for elderly parents, divorce and owning a business. We will provide you with professional, personalized, and straight forward guidance so that you can make educated decisions about your financial future.

As a CFP® professional and CIM® designation holder, an important part of my process is to assist you in determining your long-term needs and goals. Once we know what is most important to you, we will work with you to develop a financial strategy that is tailored specifically to you. We also work closely with your accountant, lawyer and other professionals to ensure you have the best guidance for any financial situation. Together, we will determine where are you today, what you need your money to do for you and how you will get to where you want to be.

Our clients value a simple approach and we welcome the opportunity to discuss how we can help you achieve your financial goals.

When I am not at the office, I enjoy travelling with my partner Jen, or walking our dog Jordi. You can also find me supporting the community in partnership with Haven on the Queensway and The Terry Fox Foundation. I am an avid golfer, Toronto sports fan, and when the markets close and I can relax - you might find me listening to classic jazz records from Miles Davis and J.J. Johnson.

We are accepting new clients, so please reach out if you are interested in scheduling a meeting so we can get to know each other.