Financial Security Advisor
Jason began working in the financial services industry in 2011, and shortly after, joined Barnett Wealth Management Inc. in 2012. He exhibits his commitment to helping people through his continuous professional development. Jason is working towards completing the Certified Financial Planner designation and holds licences in both Life Insurance and Mutual Funds.
Jason works with small business owners, mainly farmers, who value his friendly, helpful demeanor. He takes a no-pressure approach to assist clients to effectively manage their finances and reach their future goals.
Jason is uniquely capable in understanding every facet of his clients' plans and develops strong long-lasting relationships. His big picture thinking and extensive knowledge in taxation issues, retirement planning and efficient wealth transfer, helps his clients prepare for their future.
Jason is happily married with 2 beautiful children. He enjoys seadooing and working on vintage cards as well as coaching his kids' hockey teams. He is also an active member of the Dunnville BIA, which focuses on improving and beautifying downtown Dunnville.