Jay Paterson Email
Co-founder @ Empowered Wealth. LC
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Jay Paterson Location
- Ontario, Canada
Jay Paterson Work
- 2004 -now co-founder @
- 2005 -2017 Advisor @ Desjardins Financial Security Investments
- 1996 -2017 Fellow Student @
- 2005 -2006 Advisory Council @
- 1990 -2005 co-founder, Wealth Management Planner @
- 1980 -1987 Financial Planner @ Investors Group
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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