Looking for a Certified Financial Planner?? JASON M. HANLEY - INVESTIA Financial Services Inc.

Investia Peterborough, Investia Financial Services Inc.
441 Water St. Peterborough, ON. K9H 3M2
Phone: (705) 740-0110
Email: info@investiapeterborough.com

Jason M. Hanley, B.A.S., CFP, CDFA
Branch Manager


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!

In 2001, Jason earned the internationally recognized Certified Financial Planner (CFP) designation; an honour only bestowed to those individuals dedicated to the highest level of professionalism in providing financial planning advice. In 2009, Jason, being an Investment Professional, was promoted to Branch Manager. Since 1998, Jason has continued to offer objective investment and insurance solutions as part of each client’s individual financial plan.
In 2012, Jason earned the CDFA designation - Certified Divorce Financial Analyst; offering specialized analytical services to individuals and their attorneys in cases of separation and divorce.
Jason implements investment philosophies complimentary to each individual’s objective and comfort level, achieving long term growth with undue risk is paramount! 

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.

Investment Professional Jason Hanley, helps eliminate the stress and confusion often associated with managing personal finances. Jason has the knowledge and the resources to help turn the money you earn today into assets to secure tomorrow.

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.  

Jason will:

-Get to KNOW YOU

Then he will:


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.