Vice President Business Development of CWP
Building on a 12 year history of financial planning expertise, in 2010 Jason launched Cornerstone Wealth Planning Inc. Jason is capably supported by an administrative team whose attention to detail and follow-through are setting new standards of service excellence. He and his team are committed to building lifetime relationships with their expanding client base.
Jason is constantly exploring new investment and insurance products in an effort to expose his clients to the best solutions available in the industry. He specializes in business planning, family wealth creation and protection strategies. Jason’s extensive financial knowledge, coupled with his dynamic personality are the hallmarks of his current popularity with clients in his growing practice. Jason uses his personal business experience and education to aid families and small business owners in achieving their financial goals while minimizing personal risk.
Jake boasts an Honours Bachelor of Science Degree, a Degree in Optometry in addition to his Certified Financial Planner designation.
Jason and his family make their home in Kingston’s west end. He and his wife Beth are raising their boys Tiernan and Nolan with a sense of humour and a passion for sports. Jason enjoys spending his spare time on the golf course in the summer and at the hockey rink in the winter.
Mutual Fund provided through FundEX Investments Inc.
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