Jason Bonneteau, BA, CHS, CFP
Managing Partner


Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company.

Jason holds a Business Administration diploma from Red River College. He also holds a Certified Health Insurance Specialist designation as well as a Certified Financial Planner designation and has been a speaker at many industry events.

Jason is a past board member of the Regional Advocis Board (The Financial Advisors Association of Canada) and focuses his efforts on helping families and businesses in all facets of financial planning.