Investia Peterborough, Investia Financial Services Inc.
441 Water St. Peterborough, ON. K9H 3M2
Phone: (705) 740-0110
Jason M. Hanley, B.A.S., CFP, CDFA
CERTIFIED FINANCIAL PLANNER
PLEASE MEET JASON M. HANLEY - Investment Professional
As a Trent University Dean’s List graduate in Business Administration Honours and Economics programs, Jason entered the investment industry with Investia Peterborough in 1998. While attending University full-time, Jason established a sporting good retail operation which received national acclaim. Jason was the 1998 CIBC’s “National Entrepreneur of the Year”.
Over his career with Investia Peterborough, Jason has continued to service his clientele with a dedicated one-to-one approach, helping to identify financial needs and goals. Always striving to help clients make the most of what they have!
Jason, his wife Erin and two daughters live in Peterborough. Jason is very active in his community and is a large supporter of amateur sports. Jason was one of the founding partners of the SPIPLEX sports facility in Peterborough Ontario. Given Jason’s background he can appreciate the challenges and concerns of professionals and small business owners alike; as well as their entrepreneurial spirit.
My husband and I have had the pleasure of working with Jason for almost 10 years. Jason is a very knowledgeable, determined, dedicated young man who is very quick to respond when we have questions or concerns with our financial portfolio. He is trustworthy Investment Professional who loves to share his wisdom, so that we can all have a clear understanding of just where our financial planning stands within the life cycle of our portfolio. He communicates the information in a way that it is easily understood, and we appreciate his patience always. Jason has a long list of qualifications, and years of hands on experience to back it up.
-Get to KNOW YOU
Then he will:
-ADVISE AND GUIDE YOU
Please take time to visit Jason's website to learn about this very competent young man, then pick up the phone and set up an appointment to meet Jason. You won't be disappointed.
Thank You for taking the time to read my BLOG, and don't hesitate to contact me if you have any questions.
Looking for a Certified Financial Planner?? JASON M. HANLEY - INVESTIA Financial Services Inc.
- January 13, 2015
CENTURY 21 Pinnacle Realty Ltd., Brokerage*
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