(514) 636-3855 ext. # 251 Personal background:
With over 17 years of experience in the financial consulting industry, Jason Harris will impress you with his knowledge and integrity. His drive and passion for his career stems from the satisfaction he obtains by helping his clients with their varied financial needs long into their retirement. This dedication to his clientele has proven effective in building a growing and loyal client base. After graduating in Commerce with distinction from Concordia University, Jason joined Aynsley La Vergne in 1997, as a Financial Advisor specializing in both investment and insurance counseling. Always in a state of perpetual academic advancement, Jason has successfully passed both his Canadian Securities Course and his Investment Funds Course. In 2010, Jason obtained his Certified Financial Planner designation (CFP) and is a ‘member in good standing’ with the Financial Planning Standards Council (FPSC). In addition, Jason holds his life insurance license which allows him to assist his clients with their various insurance needs. In 2010, Tara joined Jason’s practice in the role of Executive Assistant. Tara is a Chartered Professional Accountant and has successfully achieved her CPA, CGA designation. After completing her B.Comm. from Concordia University (John Molson School of Business) in Accounting, Tara worked for a number of years at a CPA, CA firm in Montreal. She brings experience in taxation, financial accounting and client service. Tara can be reached at (514) 636-3855 ext. # 202 or by email at firstname.lastname@example.org.
Insurance products available through Jason Harris.