- PARTNER & VICE-PRESIDENT | CALDWELL ADVISORY
INVESTMENT ADVISOR (MUTUAL FUNDS) | CREDENTIAL SECURITIES
- Jason has been working in the financial services industry since the late 90’s.
- It all started back in Ottawa, when a local bank manager came into the restaurant where he was working and was seated in his section. A conversation ensued about banking and finance which turned into an invitation to interview. Thus began a two decade career working for one of the top chartered banks in Canada.
- His time there included challenging roles within wealth management and business banking, where he helped many clients articulate their financial goals and take the next steps towards achieving them.
- Many will remember him delivering market updates and empowering investors with ongoing wealth seminars and workshops in the Kingston, Belleville and Port Hope areas.
- He has had the privilege of working with experts in the financial industry like Patricia Lovett Reid, Don Drummond, Bob Gormanand General Hillier, to name a few.
- Posted by Jaker2
- On August 3, 2021
- 0 Comment