Jason helps young professionals, business owners and families identify their financial goals and then develop the plans to reach them. He is a financial planner at Lawton Partners Wealth Management. Jason’s planning strategies cover investment, insurance, pension plans and more. He sees his role as his clients’ personal CFO. And a good day at the office means developing lasting relationships with clients and seeing how financial planning changes people’s lives. Jason earned his bachelor’s degree in economics from the University of Manitoba. He holds the CERTIFIED FINANCIAL PLANNER® and Responsible Investment Specialist (RIS) designations