Jason has been advising clients in the financial services industry for over 20 years. He graduated from the University of Windsor with an Honors Bachelor of Commerce degree in 2001, and from Carleton University with an Arts degree, majoring in Psychology, in 1997. Over the years Jason has established proficient strategies for building and preserving wealth using risk minimization techniques, tax-efficient strategies, and dynamic asset allocation. He is a Chartered Investment Manager and Professional Financial Planner with years of extensive experience in the areas of investment strategy, financial planning, retirement planning, and estate planning. Jason currently resides in Huron County (Exeter) with his wife.

Melissa has spent over 15 years working in the field of finance. After graduating with an accounting diploma from Fanshawe college, she developed a thorough understanding of tax strategy and the administrative side of personal finance. Melissa has extensive experience in developing tax returns, private banking, brokering stocks, and has spent the last 6 years in her current role as a registered investment representative. All of this has combined to give Melissa a wholistic understanding of what it takes to provide well rounded support to clients. When Melissa isn’t in the office, her free time is typically spent chasing around her two young and very active children and visiting with friends and family.

Jacob graduated with an Honour’s Bachelor of Commerce from Queen’s University in 2023. Through his education and experience with BMO, he has developed a passion for investment management, financial analysis, and retirement and estate planning. He is committed to continually deepening his industry knowledge through consistent market research, industry conferences, continued education, and investment podcasts. Jacob is a Chartered Investment Manager and has plans of achieving further designations in the future. In his free time, Jacob enjoys spending time with friends, golfing, exercising, and watching sports.