Jason DeJean CFP PFP - Argosy Securities

As a Certified Financial Planner I use a Holistic Financial Planning approach and create a detailed strategy tailored to my client's specific situation. Designations: CFP PFP CIM CPCA EPC FCSI

A Certified Financial Planner with over 16 years experience. Helping you make sense of your financial situation.I can help you: Investing can be complex and confusing. I will sit down with you and find out your needs, wants and future goals. Working together to build a plan that makes sense and is easy to understand. I provide unbiased advice, that is not tied to one specific investment company, giving you the choice you need. Insurance, Investment and taxes are complex topics, each with large amounts of information available. Send me your questions, and I will do my best to provide you with clear answers. Award and achievements: • Conduct and Practices Course 2016 • Life License Qualification, 2016 • Wealth Management Essentials 2016 • Canadian Securities Course 2011 • Certified Financial Planner (CFP) 2008 • Certificate in Financial Planning 2006 • Professional Financial Planning Course 2006 • Canadian Investment Funds, 2000

bnnbloomberg.ca

Pattie Lovett-Reid: Here's what the rich do differently than the rest of us - BNN Bloomberg

A great read, nothing new here, no magic formula. Just the basics!
#CFP#CIM#Financialplan
https://www.bnnbloomberg.ca/pattie-lovett-reid-here-s-what-the-rich-do-differently-than-the-rest-of-us-1.1265727

bnnbloomberg.ca Here’s a look at nine strategies that affluent individuals usually follow in order to build their wealth.

Another great Elder Planning Issues Conference EPIC! Make it part of the plan! #EPC #CFP #CIM #Financialplan

Silver Links News

Where do you want to live as you age?
Don't miss our FREE Housing Options for Older Adults Conference & Trade Show on June 27th in Mississauga. Limited seats are left! Please pre-register by sending an email to [email protected] or get your tickets on Eventbrite. $10 at the door for non-registered folks.
See you there! #livesmartagewell

Great day of learning at the #WPStrategySummit! Excellent line up of presenters including @NeelaWhiteRWAM giving a moving presentation on aging and long term care.

Proud to be a sponsor! This is an event you dont want to miss.
#CFP#Financialplan#Housing#Seniors#Planforit

theglobeandmail.com

CPP investment fund shifts focus, adds $32-billion to assets

What’s the saying? Go where the smart money goes. #privatemarkets #financialplanning #educating #privateequity

https://www.theglobeandmail.com/business/article-shift-from-stocks-boosts-cppibs-returns/

theglobeandmail.com Fund managers step back from stock markets, look toward private companies, infrastructure and real estate

[05/14/19]   BRING A FRIEND (or enemy)

Wednesday, May 15th, 2019
6:30pm to 8:30pm
Burlington, Holiday Inn (corner of Harvester and South Service Road)
Snacks and Beverages to be served (yes, beer and wine 😊)

Clients and guests will hear from 2 of Canada’s top investment managers:

• Dennis Mitchell of Starlight Capital (focusing on Real Estate and Infrastructure)

• Michael McNabb and/or Barry Morrison of Purpose Investments (focusing on the Canadian equity-income space)

WE WILL ALSO HAVE EQUITON INVESTMENTS out to discuss their specialty, the Residential Income Fund.

The Residential Income Fund is a private real estate investment trust (REIT) that specializes in residential income properties, including apartments and student housing in Canada.

RSVP to Jason @ 905-333-4755 or [email protected]
#CFP#CIM#financialplan#Burlington#Sharpenthesword#don'tsellinmay

A big thank you to all those that voted for Argosy-Burlington for best Investment Firm and me for best Financial Planner! Very much appreciated! #bprc2019 #burlingtonpost #argosyburlington #cfp #cim #financialplanning #taxplanning

2019 CI Advisor forum! Lots of excellent investing information. Great listening to @geof_marshall from the Signature team!
#CFP#CIM#financialplanning

O'Cannabiz, an excellent conference and expo! Lot's of great innovation and information being shared. #www.cannainvestormag.ca #CFP#CIM #Financialplan

view.joomag.com

Canadian CANNAINVESTOR Magazine Canadian Publicly Traded April / May 2019

Check out my latest article. Mortgage Insurance vs. Term Insurance! #CFP#Financialplan#protect

https://joom.ag/DDfa/p184

view.joomag.com In this issue, we feature Vireo Health International Inc. (VREO), Westleaf Inc. (WL), Canadian CannaStocks Technical Analysis, and the Canadian Top 25 CannaCompanies.

Centurion Asset Management Inc.

One of the options to ensure your portfolio has exposure to alternative investments. Ask me if it fits into your investment plan! #CFP#CIM#PLAN

Build wealth, generate income & achieve financial security with Centurion Apartment REIT - Get started today by calling 1(866) 307-7106

*See Offering Memorandum for details

theglobeandmail.com

A primer on the tax savings from tax credits

https://www.theglobeandmail.com/investing/personal-finance/taxes/article-a-primer-on-the-tax-savings-from-tax-credits/

theglobeandmail.com Today, I want to talk about the “Big Four” tax credits, then shed a little light on some other tips related to credits

April 30th is the deadline! All proceeds go to charity. Get some ADVICE with your tax return. #CFP#Financialplan#TAX

theglobeandmail.com

Budget measures aimed at home buyers could put retirement savings at risk

For a couple the prospects of paying back potentially $70k to your RRSP’s at a time when less and less people have work place pensions could be devastating. Buying a home should be part of a larger financial plan.
hashtag
#financialplan #cfp #rrsp #buyingahome
https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-budget-measures-aimed-at-home-buyers-could-put-retirement-savings-at/

theglobeandmail.com Millennials looking to buy a first home don’t necessarily have bulky RRSPs from which they can borrow, and they need to have the ability to pay for unexpected events, some warn

theglobeandmail.com

Deductions, credits and the facts about tax savings

A great article explaining the differences between tax deductions and tax credits! #CFP#CIM#Investments#Tax#Financialplan

https://www.theglobeandmail.com/investing/personal-finance/taxes/article-deductions-credits-and-the-facts-about-tax-savings/

theglobeandmail.com We’re officially into tax season, and two common questions I hear regularly are these: “Which is better, a deduction or a credit?” and “What deductions and credits will save me the most tax?” Here’s a primer for you

Tis' the season! Get your taxes done, all funds go the charity!
#Charity#Argosyburlington#CFP#CIM

Coffee should be had like this every morning! :)

Diamond Winner - Financial Planner Burlington Post Readers Choice Award 2019 - Thank you so much! #CFP#CIM#Readerschoice#Financialplan

theglobeandmail.com

OMERS reports slight gain after shifting away from equities in 2018

If your advisor has not brought up private investments with you, they are doing you a huge disservice. OMER's added $10billion of 'new money' to these investments as well as selling off equities. Portfolio construction needs to include low volatility, non-correlated private assets.
hashtag
#correlation #financialplan#cfp #wellness #privateinvestment

https://www.theglobeandmail.com/business/article-omers-posts-23-per-cent-return-in-2018-as-investments-offset-tough/

theglobeandmail.com The return represents a $2.2-billion addition to the fund’s assets, which closed the year at $97-billion

financialplanningforcanadians.ca

The New Retirement-Saving Reality

If you're not part of an employer-sponsored pension plan you need to start one now. It't not hard but does take guidance and discipline. #CFP #CIM # Financialplan

financialplanningforcanadians.ca Even if your employer doesn’t offer a group RRSP or a pension plan, or you haven’t been participating in a savings program offered by your company, it’s vital to make retirement savings a priority

Don't just make an RRSP contribution, make a plan! 14 more days...I can help! #CFP#CIM#Financialplan

theglobeandmail.com

The retirement issue no one talks about: the high cost of long-term care

This is a real retirement issue that is often not addressed when planning retirement. Make sure its part of your plan! #Financialplan #CFP
https://www.theglobeandmail.com/investing/personal-finance/article-the-retirement-issue-no-one-talks-about-the-high-cost-of-long-term/

theglobeandmail.com Long-term care is a considerable expense to prepare for, but some experts believe it will be affordable if you sell your house or if you no longer need to spend on other costs of life beyond your care

Voting ends February 10th, 2019. All votes are very much appreciated!
#CFP#CIM#Investmentplan
http://ow.ly/rbc050kGH6T

I have been fortunate enough to be nominated for Financial Planner, Insurance Agent and Argosy as an Investment Firm. Thank you! Please take the time to vote- its much appreciated!

http://ow.ly/rbc050kGH6T

Dont just make an RRSP contribution this year, make a plan! I encourage you to have a trial tax return done. Have a professional design a plan and help you make the most of that RRSP contribution! #CFP#CIM#Financialplan#RRSPcontribution#Taxtime

Great returns, low volatility with little correlation to the stock market. Alternatives are a necesary part of your portfolio. #argosyburlington #planning #investments #returns

Timeline Photos

theglobeandmail.com

For much of the world, retirement’s golden rule of ‘pay yourself first’ doesn’t apply

Since the book The Wealthy Barber everyone has been aware of paying yourself first and putting 10% away. I would suggest for most people this isn't the case unless they are in a pension with forced contributions. An Advisor can and should be coaching their clients to save so they can meet their retirement objectives. The is one of the value adds that is hard to put a price on. A ROBO advisor doesn't challenge you to save more. #CFP#CIM#Plan
http://ow.ly/epM850kiHlV

theglobeandmail.com How do you re-frame the message of saving for retirement to reflect family over individual security

Check out my latest article in Cannainvestor Magazine! How to make Cent$ in 2019! #Financialplan #CFP #CIM #Investments #ArgosyBurlington

https://joom.ag/oHqa/p198

Simple but true! #invest #CFP #financialplan #CIM

Check it out! Lots of great activties and events to be part of!

myemail.constantcontact.com

2018 Bonus Distribution

2018 Bonus Distribution https://myemail.constantcontact.com/2018-Bonus-Distribution.html?soid=1103773562293&aid=Quj8oGD3kBw #privateequity #plan #investments #argosyburlington

myemail.constantcontact.com

Friday Financial Tip! This one always makes me laugh. Make sure you're dealing with a qualified Financial Planner. #CFP#CIM#Financialplan#Friday#ArgosyBurlington

theglobeandmail.com

By not claiming CPP until 70, you could get 150% of the income you would receive at 65

Generally speaking delaying CPP will have the greatest benefit. There are times that this isn't the case. Work with a trusted advisor to see what fits into your plan! #CFP#CIM#Financialplan#Investments#Retirement
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-delaying-cpp-from-65-to-70-can-boost-your-benefits-by-almost-150/

theglobeandmail.com The CPP is Canada’s second most complicated system – next to our income tax system, in which paid professionals normally take care of the decision-making instead of individuals.

Wishing everyone a safe and fun New Years Eve! Have a wonderful time ringing in the New Year!

awealthofcommonsense.com

Buying When Stocks Are Down Big

Great article that makes a lot of sense! Buying When Stocks Are Down Big https://awealthofcommonsense.com/2018/12/buying-when-stocks-are-down-big/

awealthofcommonsense.com Buying When Stocks Are Down Big Posted December 23, 2018 by Ben Carlson Captain Obvious here: It hasn’t been a great quarter for the stock market. The S&P 500 is down roughly 17%. There have been more than 370 quarterly returns since 1926. If the quarter were to end today, this would be the 14th w...

Argosy-Burlington Donation to Salvation Army

As part of our Christmas program this year we donated $2,500 to the Burlington Salvation Army ‘gift for kids’ program.
This donation was made because of our clients so thank you and I wish you all a fantastic 2019!

#MerryChristmas#HappyNewYear#CFP#CIM#Financialplan

#CFP#CIM#investments#financialplanning

youtube.com

How the Chartered Investment Manager (CIM) designation benefits you

I’m proud to announce that I have attained the CIM® designation. This credential allows me to make discretionary investment decisions for my clients should they permit me to do so.
To learn more: http://bit.ly/learnaboutCIM
#CFP#CIM#investments#Financialplan


The Chartered Investment Manager (CIM®) designation is a leading industry standard for discretionary investment and portfolio management services. It ensures...

Our Winter Issue will be available early January! Give the gift of connecting a loved one with great community information with a fun, uplifting local magazine! Silver Links News - the gift that gives throughout the year: 4 vibrant issues for just $19.95/year. Partial proceeds donated to local charities inspiring older adults to live smart ... age well. Subscribe here: https://www.silverlinksnews.com/print-subscription/

Our Winter Issue will be available early January! Give the gift of connecting a loved one with great community information with a fun, uplifting local magazine! Silver Links News - the gift that gives throughout the year: 4 vibrant issues for just $19.95/year. Partial proceeds donated to local charities inspiring older adults to live smart ... age well. Subscribe here: https://www.silverlinksnews.com/print-subscription/

"Volatility is the price you pay for returns higher than a 5 year GIC."
- Dan Noonan

Its really something to think about during the daily market swings. Never take more risk than what is necessary to achieve your goals!!#CFP#argosyburlington#Financialplan#invest

view.joomag.com

Canadian CANNAINVESTOR Magazine December 2018

Be sure to catch the latest issue of Cannainvestor Magazine!! Find my article with some don't miss year-end tips!! #CFP#Investments#Plan#ArgosyBurlingon http://joom.ag/0j5a/p172

view.joomag.com In this issue, we feature FSD Pharma, Inc. (HUGE), James E. Wagner Cultivation Corporation (JWCA), Industry Q&As, Canadian Cannabis Stocks Technical Analysis, and the Top 25 Cannabis Companies.

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Location

Address


101-5230 South Service Road
Burlington, ON
L7L 5K2
Other Financial Planning in Burlington (show all)
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Deer Run Ave
Burlington, L7M3E6

“Financial planning is more than money-it’s raising a family, dreams for your child, goals for your future.” Mitzie Hunter

Nathaniel Rosenkrantz - Freedom 55 Financial Nathaniel Rosenkrantz - Freedom 55 Financial
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Simplifying complex financial matters to help clients live life confidently.

Jasmina Neiser - Investors Group Jasmina Neiser - Investors Group
390 Brant STreet
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Juliet Morris - Investors Group Juliet Morris - Investors Group
390 Brant Street, Suite 600
Burlington, L9H 1G9

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Alan Barham - Consultant - Investors Group Alan Barham - Consultant - Investors Group
390 Brant St, Suite 600
Burlington, L7R4J4

He believes in comprehensive financial planning and works with high net worth, families, professionals, and business owners. Disclosures http://www.investorsgroup.com/en/legal/disclaimers

Argosy Securities, Inc. - Burlington Argosy Securities, Inc. - Burlington
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Burlington, L7L 5K2

From Investment, Tax, Retirement and Estate Planning, we provide our clients with tailored financial solutions and sound financial advice.

Frank Restorick-IPC Corporation Frank Restorick-IPC Corporation
3430 South Service Rd
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Since 1992, Frank Restorick has provided financial advice and services to help clients make the right investment decisions.

Continuum II Inc. - C2Inc Continuum II Inc. - C2Inc
478 Elizabeth St
Burlington, L7R 2M2

Achieve your goals through a clear and simple process that will give you peace of mind. Our unique integrated planning approach includes all areas of both corporate and personal financial planning services.

Take Charge Wealth Management Take Charge Wealth Management
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Financial planning, perspective and behavioural coaching. Serving clients in Ontario & Alberta.

Fuller Financial Group Fuller Financial Group
3050 Harvester Rd., Unit 108
Burlington, L7N 3J1

Life Insurance Broker and Certified Financial Planner

Winston Thompson - Empirical Group Winston Thompson - Empirical Group
300-3310 South Service Rd
Burlington, L7N 3M6

I consult with families, taking a holistic view of their finances to help develop and construct a plan for their financial self defense.

Hamel Wealth Management Group - Manulife Securities Incorporated Hamel Wealth Management Group - Manulife Securities Incorporated
5515 North Service Road, Suite 101
Burlington, L7L6G4

We are a team of dedicated Financial Advisors with Manulife Securities Incorporated and Manulife Securities Insurance Inc. www.gettingyouthere.ca