Jason David - BIB, CIM
Associate Portfolio Manager
Jason holds a Chartered Investment Manager designation, has a degree in international business, a background in public accounting, and extensive experience in wealth management. He gained experience as an investment advisor earlier in his career when he managed private client relationships at some of Canada’s top bank-owned brokerage firms, such as RBC Dominion Securities and BMO Nesbitt Burns.
At Polaris Wealth, Jason manages portfolios for a select group of private clients. Jason works primarily with one of Ottawa’s top independent accounting firms, Parker Prins Lebano. The integration of tax and investment planning counsel results in a truly comprehensive wealth management service. As such, Jason specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations. Jason is an expert guide and coordinator who can work with clients’ accounting and legal counsel, and can determine the most tax-efficient strategies to help clients achieve their financial objectives. To serve his clients properly, Jason restricts his minimum account size to $500,000.
In his spare time, Jason enjoys outdoor sports that require endurance and individual focus, such as triathlons, back country hiking, downhill skiing and whitewater canoeing. Some of his adventures include hiking the West Coast trail and solo paddling the Missinaibi River for 300 kms to James Bay. He also enjoys participating in local race events throughout the year. Triathlon training is an important part of his routine and as such he participates in a few triathlons every season. Jason’s wife, daughter and son also share his passion for the outdoors. They are season pass holders at Whiteface Mountain and have a cabin in the Adirondacks where they enjoy spending time together as a family.