co-founder, Wealth Management Planner @ (January 1990 - March 2005)
Financial Planner @ Investors Group (January 1980 - January 1987)
Jay Paterson Education
Strategic Coach
Masters Class (Entrepreneurial Success)
1998-2017
Wilfrid Laurier University
none (Business and Economics)
1969-1972
Jay Paterson Skills
Wealth Management
Wealth Accumulation
Wealth Transfer
Wealth Preservation
Wealth Preservation Strategies
Charitable Giving Strategies
Protection Planning/family Security
Family Council Facilitation,
Asset Optimization,
Strategic Planning
Visioning
Workshop Facilitation
Wealth
Wealth Management Services
Strategy
Entrepreneurship
Coaching
Leadership
Personal Development
Portfolio Management
Retirement Planning
Management
Financial Advisory
Investment Strategies
Retirement
Strategic Financial Planning
Estate Planning
Financial Planners
Investment Advisory
Asset Allocation
Mutual Funds
Small Business
Life Insurance
Investment Management
Personal Finance
Securities
Pensions
Fixed Annuities
Asset Management
Long-term Care
Disability Insurance
Critical Illness
Financial Services
Insurance
Alternative Investments
Term Life Insurance
High Net Worth Individuals
Finance
Financial Planning
Family Council Facilitation
Long Term Care
Asset Optimization
Jay Paterson Summary
Jay Paterson, based in Ontario, Canada, is currently a co-founder at Empowered Wealth Canada. Jay Paterson brings experience from previous roles at Desjardins Financial Security Investments, Strategic Coach - Masters Program, Desjardins Financial Security and Worldsource Financial Management. Jay Paterson holds a 1998 - 2017 Masters Class in Entrepreneurial Success @ Strategic Coach. With a robust skill set that includes Wealth Management, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Wealth Preservation Strategies and more. Jay Paterson has 1 emails on RocketReach.
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