Jason Heath, CFP – Managing Director
Jason graduated with a Bachelor of Economics degree from York University in Toronto. He has also earned the Certified Financial Planner (CFP) designation. In addition, Jason has completed numerous financial, tax and estate planning specialty courses from a variety of organizations. Jason has authored and been interviewed for articles on a wide variety of topics appearing in publications such as the National Post, MoneySense, the Globe & Mail, the Toronto Star, Private Wealth Canada, Precedent, Advisor’s Edge and Investment Executive. He also appears frequently on CTV News Channel. Jason was previously a consultant at Canada’s oldest advice-only financial planning firm, providing financial, tax and estate planning expertise to clients throughout Canada. He is currently the Treasurer of the Block Parent Program of Canada Inc. (a national children’s charity) and a personal finance columnist for the Financial Post (the business section of the National Post). see business.financialpost.com/author/fpjasonheath
Nancy Grouni, CFP –Financial Planner
Nancy has earned the Certified Financial Planner (CFP) designation. In addition, she has completed numerous financial, investment and insurance courses from a variety of organizations. Nancy has over 20 years of financial industry experience, having spent several years as a Senior Associate within the investment industry with a focus on building and presenting client financial plans and investment portfolio reviews. She also held an insurance license and reviewed client insurance needs and implemented life insurance solutions in her previous roles.
Kim Allard –Executive Assistant
Kim studied towards a Bachelor of Arts degree at York University in Toronto. She has completed numerous tax and financial planning courses.Kim has worked as a branch manager with a Canadian trust company and as an executive assistant with Canada’s oldest advice-only financial planning firm.