Jason is a graduate of the University of Western Ontario. He joined BMO Nesbitt Burns in 1998. He is a fellow of the Canadian Securities Institute demonstrating his status as a trusted advisor in the Canadian Wealth Advisory market place. The FCSI is the highest honour and most senior credential in the Canadian Financial Services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education and ethical conduct, industry experience, and peer endorsement.

Jason was born and raised and currently resides in the beautiful 1000 Islands with his family. He loves to travel the world, golfing, enjoying fine and exotic food.

Michele has over 43 years’ experience in the financial services industry both in Canada and the United Kingdom. Michele joined The Dailey Investment Group in 2013 as an Associate Investment Advisor. Prior to this Michele was a Private Banker at  BMO Harris Private Banking in Kingston working with ultra-high net worth clients as part of a team, providing a more holistic approach to the complex challenges which come with accumulating wealth, both in banking and planning. In her spare time Michele likes gardening, spending time with her husband and her dogs, and going back to the UK to visit family.