Jason has more than 13 years of investment management experience and holds the Chartered Financial Analyst (CFA) designation. As an Investment Advisor, Jason specializes in portfolio management and estate planning. With his finger on the pulse of the market, he regularly reviews with clients the progress of their financial plan to ensure the greatest returns. Prior to Canaccord Wealth Management, he worked at Investors Group for over six years. Born and raised in Vancouver, Jason spends his spare time doing volunteer work with his founded organization bocce.ca and enjoys fishing, traveling and playing squash.
Ashanthi is an Investment Advisor with Canaccord Wealth Management in Vancouver. In addition to helping clients with financial planning, she specializes in client services and is the backbone of the administrative operations. She has more than 30 years experience in financial management and sales, and has held positions with the Teachers’ Credit Union, Context Associated and Investors Group. Ashanthi is currently working towards her Certified Financial Planning (CFP) designation. Originally from Sri Lanka, Ashanthi has lived in Vancouver since 1974 and enjoys cooking, the arts and music.
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