Making Your Money Work for You

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The Wealth Achiever Experience

It is our goal to provide you with an unparalleled level of quality advice to everyone of our clients. We also offer a level of personalized service 

and open communication rarely found in larger corporations that ensures our clients feel comfortable and safe with choosing Wealth Achievers. 

Attention to detail, transparency and trademark client service are of greatest importance in how we manage the financial wealth of our clients. We listen and help define your goals for the short and long term, never recommending a cookie cutter approach. Wealth Achievers is home to an unbiased team where sound ethics, mutual respect and deep integrity is how we set the bar. Free from the conflicts of interest and office politics of larger corporations,  allows us to properly guide our clients to their financial goals.  The quality, integrity and independence of our advice, coupled with our commitment to client service is what sets us apart in a crowded field.  

About Our Owner

With a passion for helping others, Jason got into the financial planning world in 2007 working with one of the 

largest financial planning firms in the country.  After 10 successful years in the corporate world, an opportunity presented itself to branch out and become an independent advisor. With an unbiased approach working closely with all the industry leaders, he quickly realized how much value he was leaving on the table. 

Whether you have $100,000 or $10 Million, you can be certain that you will receive the highest level of advice along with unparalleled client  service. At Wealth Achievers you're not just another customer, you're family. 

Jason has been a trusted counsel for his clients in Barrie and surrounding areas for over 11 years. Professionalism and trade mark client service have catapulted Jason to being one of the most trusted advisors in the industry today.

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Giving Back 

Aside from having a vigorous work ethic, Jason enjoys giving back to his community. Jason has worked closely with Habitat for Humanity running his own in door charity golf tournaments to help raise money for those in need of affordable housing. https://www.habitathuronia.com/

With mental health becoming a huge concern in society, Jason wanted to get involved.  He completed the Mental Health First Aid course to get a better understanding of this illness to provide the confidence he needed to raise awareness and decrease the stigma. https://cmha.ca/

Another association that is close to his heart is Easter Seals, helping kids with disabilities succeed. From hockey to baseball tournaments to Dancing with the Stars, "is a memory I will cherish for the rest of my life" -Jason   http://www.easterseals.org/

Collectively, with a lot of other great people have been able to raise over $750,000 for these 3 local charities over the past 11 years and counting.  

Personal Background

Jason was raised by a single mother so he knows the impact financial stress can have on families. He learned to understand the value of money at a very young age. Understanding life struggles his mother had to go through to make ends meet for him and his brother has become his driving force to helping others achieve their financial goals. 

"Whether you're buying your first home, saving for retirement or planning your legacy, you can be certain that Jason will have your best interests at heart." - T & S Lyndsey

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