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Servus Wealth Strategies
Jason is a Certified Financial Planner (CFP®) who began his career in the financial services industry in 1992. He has focused most of his time on providing wealth management services.
Jason believes that financial health is built from good planning. He uses solid, proven investment principles and wealth management concepts to help his members meet their financial goals.
Born and raised in Medicine Hat, Jason has strong ties to the community. He provides tailored expert advice to members at our Medicine Hat Southview and Redcliff branches. His door is always open.
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Investment Advisor Associate
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Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.