J.D., CIM®, FCSI®, CIWM
Conseiller en placement principal et gestionnaire de portefeuille
Jason Fiege believes in a team-based and comprehensive approach to managing and protecting his clients’ wealth. This is supported by his extensive financial, legal and investing knowledge. Jason finds value in companies with solid long-term growth potential.
His clients appreciate his genuine interest in finding a customized wealth management strategy that will assist them to meet their financial goals. “My goal is to provide high quality service by paying attention to what matters most to my clients”. This includes financial planning, tax management, retirement and estate planning and insurance.
As a Senior Portfolio Manager, Jason believes in life-long learning to better service his clients. He achieved the Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM) designations. He is also licensed to administer all his clients’ insurance requirements. Jason graduated with a Bachelor’s degree from the University of Alberta then graduated Law School at the University of Manitoba.
Outside of the office, Jason enjoys spending time with his family, downhill skiing and golfing. Jason is also committed to volunteering his time with Junior Achievement Canada to enhance children’s financial literacy.