Jason grew up in the beautiful 1000 Islands area. He graduated from the University of Western Ontario with an Economics Degree. Jason joined BMO Nesbitt Burns in 1997 and has since obtained his Professional Financial Planner designations. He brings a high level of energy to his clientele and has a genuine desire to help them effectively manage their wealth. Diligient analysis and a disciplined approach keep him abreast of all relevant issues affecting his clients.
I believe that advisors must be fully invested with clients and their families in order to effectively guide them; as such, I am committed to building solid lasting relationship with all my clients. Achieving financial success takes patience, planning and most importantly time. I will regularly review, update and formulate customized investment strategies, all while keeping risk at acceptable levels. I am committed to keeping clients informed, and this means transparent fees, consolidated performance summary reports, promptly returning phone calls and quickly following up on administrative issues.
Having worked well with Chris Clayton for many years and sharing his vision of how to serve clients and operate an advisory practice, I teamed up with Chris early in 2022 to create the Clayton Dickson Investment Group.