Jason Claydon, CFP, CIM
Senior Wealth Advisor, Wealth Advisory Services
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 and 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)