Jason Jansen Email

Jason Jansen Email

Investment Advisor @ iA Private Wealth

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Jason Jansen Location

Calgary, AB, CA

Jason Jansen Work

  • 2021 - now  Investment Advisor @ iA Private Wealth
  • 2017 - 2021 Investment Advisor @ HollisWealth®, a division of Industrial Alliance Securities Inc.
  • 2013 - 2017 Investment Advisor @ HollisWealth, Scotia Capital Inc.
  • 2003 - 2013 Investment Advisor @ Dundee Securities Corporation
  • 2000 - 2001 Investment Specialist @ TD Asset Management
  • 1998 - 1999 Financial Administrator @ Hurdman & Associates Financial Solutions

Jason Jansen Education

  • CFA Institute

    Chartered Financial Analyst Designation (Finance, General)

    2002 - 2004
  • The University of Calgary

    Bachelor of Commerce (B.Com.) (Finance)

    1994 - 1998

Jason Jansen Skills

  • Retirement Planning
  • Wealth Management
  • Investment Advisory
  • Investment Strategies
  • Mutual Funds
  • Wealth
  • TFSA
  • Retirement
  • Wealth Management Services
  • Securities

Jason Jansen Summary

Jason Jansen, based in Calgary, AB, CA, is currently a Investment Advisor at iA Private Wealth. Jason Jansen brings experience from previous roles at HollisWealth®, a division of Industrial Alliance Securities Inc., HollisWealth, Scotia Capital Inc., Dundee Securities Corporation and TD Asset Management. Jason Jansen holds a 2002 - 2004 Chartered Financial Analyst Designation in Finance, General @ CFA Institute. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds and more. Jason Jansen has 2 emails on RocketReach.
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