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Jayson Bastien, Financial Advisor

FINANCIAL ADVISOR
Jayson Bastien

CIM®, CEPA®, DFSA™
1122 Lesperance Road, Tecumseh, ON N8N 1X2opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Education savings strategies
  • Business retirement plans

About Jayson

Our team primarily focuses on serving pre-retirees (10 years or less from retirement), impactful professionals, business owners and savers. Clients receive comprehensive strategies in areas of:
• Retirement planning
• Estate planning
• Insurance
• Intergenerational planning
• Education savings strategies
• Charitable giving
• And more

We do this through the following 5-step process.
1. Understand your values and goals
2. Explore your options
3. Decide what strategies are best for you
4. Implement your plan
5. Revisit your plan

Whether you are at the stage of building your wealth, spending your wealth or transitioning your wealth, you have a team to partner with you and your family. The hardest part is...

Work History

  • Edward JonesApril 2022 to Current
  • Independent Accountants ICOctober 2018 to March 2022

Personal Interests

  • Coaching Sports
  • Hockey
  • Backpacking
  • Camping
  • Pets

Team Members

  • Tina Rammler
    Client Experience Specialist
  • Joy Sinasac
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(519) 979-7334

Fax

(866) 607-5098

Office Address

1122 Lesperance Road
Tecumseh, ON N8N 1X2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More