Pankow Financial Team
Jason Peterson
Financial Security Advisor and Investment Representative
After a very successful decade-long career as an Industrial Sales Manager, Jason obtained his life insurance and mutual funds licenses in 2009 / 2010, with a view to establishing a professional financial advisory practice. As a team-player, Jason has offered his talents and experience in joining forces with his colleagues at Pankow Financial Solutions. This partnership has given Jason an opportunity to combine synergies for the benefit of his clients.
In his practice, Jason draws upon his prior management experience with a global leader in industrial fasteners, where he was instrumental in supplying solutions to everyone from small local companies to global Fortune 500 companies. This strong foundation has provided Jason with a solid commitment to the importance of building lasting relationships with his clients. Jason believes that a customized financial solution will only work with a consistent approach and follow-through. Therefore, his motto is…… “Growth through Customer Service”.
A life-long learner, Jason is currently enrolled in the Professional Financial Advisor (PFA) designation program and plans to take the CHS designation program in the future. He attended St. Lawrence College, where he studied Accounting and Marketing.
Jason grew up in the Athens / Charleston Lake area, where he still lives with his family, and he is proud to serve his clients who live in a wide area throughout Eastern Ontario. A seasoned athlete, he played Jr. ‘A’ hockey for the Brockville Braves, and Jr. ‘B’ Hockey for Athens Aeros and Brockville Tikis. In fact, Jason played for the Athens Aeros when they won the Rideau St. Lawrence division in 93/94. Jason is still active in hockey. Jason and his wife Amy were married at the Ice Hotel north of Quebec City, and they enjoy keeping busy with the activities of their two adorable children.
E-mail: Jason@pankow.ca
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Insurance products, including segregated fund policies, are offered through Pankow Financial Solutions Ltd., and Jason Peterson and Barry Thompson offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.