Jason joined Westcourt Capital in 2023 as an Associate on the Asset Management & Client Services team. As part of his role in supporting Westcourt’s Portfolio Managers, Jason assists in the preparation of investment presentations and client proposals, monitors investment funds, and provides ongoing client service.
Prior to joining Westcourt, Jason was an Associate Private Banker at Scotiabank. He was responsible for providing credit management and conducting thorough financial analysis to provide integrated financial advice and tailored solutions. Prior to this position, Jason worked as a Financial Advisor at Scotiabank, specializing in investment and credit management. Jason completed credit and investment analysis, alongside industry research to provide tailored solutions.
Jason graduated with a Bachelor of Commerce from the Ted Rogers School of Management at Toronto Metropolitan University (formerly Ryerson University), with a major in Global Management Studies and a minor in Finance. During his time there, Jason took on various leadership roles at Ryerson University, including the Ted Rogers Students’ Society, Ryerson Students Union, Finance Committee and case competitions.