Add your title here

This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.

This is the text area for this paragraph. To change it, simply click and start typing. After adding your content, you can customize it.

Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.

In this episode, Jasonand Chris dig into:

Why the financial plan must be the first thing every advisor starts with
How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.

Listen to the podcast for the full interview.