Our Team

For over two decades, Jason has been helping individuals and families turn financial goals into lasting success. Since joining BMO Nesbitt Burns in 2000, Jason has become a trusted partner for clients seeking personalized wealth management strategies that deliver confidence and peace of mind. 

Jason holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI)-the highest distinction in the financial services industry. His expertise spans portfolio management, wealth advisory, and insurance planning, allowing him to provide holistic solutions tailored to every stage of life. 

What sets Jason apart is his commitment to understanding the full picture of his clients' financial lives. He believes that great advice goes beyond numbers-its about building relationships and creating plans that truly reflect what matters most. 

Outside the office Jason and his wife Pamela live in Barrie and have three beautiful children Emma, Peyton, and Kamden. Jason enjoys spending time outdoors at the cottage or on the green perfecting his golf game. 

With over 25 years of experience in the financial industry, Randy is a dedicated and knowledgeable investment advisor committed to helping clients achieve their financial goals. As a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM), Randy has built a strong foundation of trust and expertise within the financial community.

In addition to his professional designations, Randy has earned his Honours Bachelor of Business Administration and Bachelor of Education degrees and is passionate about education clients on the complexities of financial, retirement, and estate planning. Randy strives to empower clients by providing the knowledge and guidance needed to make informed decisions about their financial future.

Throughout his career, Randy has specialized in working with individuals and businesses who require comprehensive financial planning, investment management, and advice tailored to their unique needs. Randy’s personalized approach focuses on building long-term relationships with clients and ensuring their financial objectives are aligned with their life goals.

Randy’s dedication and commitment to the industry are demonstrated through the numerous clients he has guided on their journey to financial success. With a focus on providing exceptional service and customized advice, Randy is the trusted advisor clients can rely on to navigate the ever-changing financial landscape.

When not in the office, Randy enjoys golfing, travelling, and spending time with his wife and two children.

Kirsten is a dedicated Client Service Associate with over five years of experience providing exceptional support and cultivating strong client relationships. Since joining the Carriere Wealth Advisory Group, she has become recognized for her commitment, dependability, and client-focused approach.

Kirsten has completed her registered representative training and is actively pursuing additional professional designations to further enhance her ability to guide clients throughout their financial journeys. Kirsten holds a unique educational background, having earned a Bachelor of Arts in Criminal Justice with a specialization in Criminology.

Kirsten combines technical expertise with a genuine passion for assisting clients in achieving their financial objectives. Outside the office, Kirsten values a healthy work-life balance and is enthusiastic about physical fitness, often spending her time outdoors or coaching spin classes.

Tina our Administrative Assistant, helps play an important role in supporting the advisory team and helping ensure day-to-day operations run smoothly. She is responsible for a wide range of administrative functions, including coordinating client requests, managing communications, and assisting with internal processes to maintain a high level of service.

Known for her strong attention to detail, organization, and approachable nature, Tina is committed to providing reliable support to both clients and colleagues. Her dedication and professionalism contribute to a positive and efficient team environment.

Outside of the office, Tina is a proud mother of three. She enjoys staying active through fitness, traveling, and spending quality time with her family—especially relaxing weekends at the cottage or by the pool.