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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
  • Wealth protection strategies
  • Intergenerational planning
  • Business retirement plans
  • Education savings strategies

About Jayson

Our team primarily focuses on partnering with business owners and professionals who are within 10 years of retirement. We specialize in comprehensive financial planning including:
• Retirement planning
• Tax planning
• Estate planning
• Insurance
• Intergenerational planning
• Charitable giving

We partner together to help you achieve your goals using 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

Getting your ducks in a row and all your chickens on the same farm are what we do well. Our holistic approach helps you simplify your affairs and aligns your personal,...

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