Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.

 We have worked with Jason and his team for 5 years now and we remain happy that we made the switch over to Investors Group. Jason really has our best interest at heart and can always be relied upon to give valuable advice. We have watched our investments grow on an annual basis and look forward to being able to fully retire knowing our money is in good hands 

Danny and Nicky M.


 Jason and his team have been amazing to work with. They built us a portfolio that has been growing well within our comfort levels. They have been very professional and very knowledgeable in our financial planning. We would highly recommend Jason and his team to anyone looking for help growing their nest egg! 

Amanda M.


 Jason is a fantastic advisor who really takes the time to understand our families goals and needs. Our family is very happy with Jason and his advice and trust him with our financial planning. Him and his staff are very knowledgeable and professional and I would recommend him to anyone. 

Bradley G.


 Jason is an amazing financial planner and I would highly recommend him. He's been in the business for well over a decade now and will Jason is an excellent CERTIFIED FINANCIAL PLANNER® professional that has really helped us to feel confident about our retirement. He will design a plan that is tailored to your dreams and goals and show you how to achieve them today and for your future. We highly recommend Jason so take the time to meet with him and relax knowing you have taken the first step for being in control of your retirement. 

Sharon S.


 Our experience with Jason was exceptional. He was very knowledgeable and very professional. We trust his advice and his decisions fully and we are very happy with the guidance he has provided us. Glad we finally found a positive path for our investments. I recommend Jason to anyone looking for a hardworking, honest, trustworthy advisor. 

Cody C.