Jason Trueman Location
Kingston, ON, CA
Jason Trueman Work
- 2021 - now Wealth Planning @ Newport Private Wealth
- 2014 - 2021 Wealth Planning @ Cumberland Private Wealth Management Inc.
- 2010 - 2013 Wealth Planning @ MD Private Investment Management
- 2003 - 2010 SVP, Managing Director, Bermuda @ Starr Excess Limited
- 1996 - 2003 Underwriter @ Chubb Insurance Company of Canada
Jason Trueman Education
- Canadian Securities Insitute
(Investment Management, Financial & Estate Planning)
1996 - 2018 - CFA Institute
(Finance, Investment Management, Accounting, Economics, Ethics)
1999 - 2001 - CFA Institute
Chartered Financial Anaylst
1998 - 2001
- Queen's University
B.Comm (Finance, Economics)
1992 - 1996 - Queen's University
Bachelor of Commerce - BCom (Accounting and Finance)
Jason Trueman Skills
- Wealth Management
- High Net Worth Individuals
- Investments
- Retirement
- Marketing
- Securities
- Financial Analysis
- Equity Research
- Derivatives
- Bonds
Jason Trueman Summary
Jason Trueman, based in Kingston, ON, CA, is currently a Wealth Planning at Newport Private Wealth. Jason Trueman brings experience from previous roles at Cumberland Private Wealth Management Inc., MD Private Investment Management, Starr Excess Limited and Chubb Insurance Company of Canada. Jason Trueman holds a 1996 - 2018 Canadian Securities Insitute. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Investments, Retirement, Marketing and more. Jason Trueman has 2 emails on RocketReach.
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Top Newport Private Wealth Employees
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Peter Churchill-Smith
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Andrew Thomson
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Toronto, ON, CA2 -
David Cole
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Katia Ivanova
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Jason Trueman
Wealth Planning at Newport Private Wealth
Kingston, ON, CA2
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