Jason Claydon

Senior Advisor, Wealth Advisory Services

CFP, CIM

BDO Winnipeg

204-926-7213

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Executive Summary

Over the past number of years, Jason has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client's overall financial picture.

Since Graduating from the University of Manitoba, Jason has continually sought to expand his knowledge within the Wealth Management industry, earning the Certified Financial Planner (CFP) and Chartered Investment Management (CIM) designations. In an evolving Wealth Management industry, Jason's focus is to provide clear and objective wealth management advice that both educates clients and helps maximize the results of them achieving their financial goals.

Professional Affiliations

CIM, Canadian Securities Institute (2016)
Certified Financial Planner, FP Canada (2002)

Professional Designations & Education

CFP, FP Canada (2002)
Chartered Investment Manager, Canadian Securities Institute (2016)
Bachelor of Commerce, University of Manitoba
Bachelor of Arts, University of Manitoba
CIM, Investments and Securities, Canadian Securities Institute (2015)

Community Involvement

Gold Plated Gala Fundraising Committee Member, CancerCare Manitoba Foundation
Dr. Goodbear Fundraising Committee Member, The Children's Hospital Foundation of Manitoba
Gala Dinner Volunteer, The Alzheimer Society of Manitoba
Volunteer Services, St. Boniface Hospital


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