Jay works closely with clients to clarify their financial vision and guide them to it's realization. Jay has been successfully advising individuals, families and business owners on how to significantly reduce their income and estate taxes for more than 24 years. His expertise has helped hundreds of families in the Saskatoon area realize their goals of giving back and creating a lasting legacy. After graduating with a Bachelor of Commerce from the University of Saskatchewan in 1997, he began his career in the financial services industry as a Personal Banking Officer at a chartered bank. He earned his Certified Financial Planner designation in 2002, and now has over 24 years of experience in the financial industry. Jay is a member of the NSBA, a Board Member of the Saskatoon Community Foundation and is the Treasurer of the Canadian Association of Gift Planners Saskatchewan chapter, and also earned his Kingdom Advisor and Master Financial Advisor in Philanthropy designations.
Listed skills include Strategic Financial Planning, Wealth Management, Leadership, Retirement Planning, and 4 others.