Jason Koehler, CFP®, FMA, FCSI®

Investment Advisor at BMO Nesbitt Burns
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Contact Information
us****@****om
(386) 825-5501
Location
CA
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Credentials

  • Certified Financial Planner (CFP®)
    Financial Planning Standards Council (FPSC)
  • Certified Retirement Specialist
    Canadian Securities Institute (CSI)
  • Fellow of CSI (FCSI®)
    Canadian Securities Institute (CSI)
  • Financial Management Advisor (FMA)
    Canadian Securities Institute (CSI)

Experience

  • BMO Nesbitt Burns
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Investment Advisor
      • Feb 2016 - Present

      By offering quality investment and wealth management services implemented using an excellent selection of solutions, I am able to deliver a comfortable and consistent experience with knowledge and care. This allows me to establish strong relationships with my clients, working together to achieve the future you want through the creation of a customized financial plan to achieve your family's unique goals. It serves at the cornerstone of your personalized road map to ensure success. By offering quality investment and wealth management services implemented using an excellent selection of solutions, I am able to deliver a comfortable and consistent experience with knowledge and care. This allows me to establish strong relationships with my clients, working together to achieve the future you want through the creation of a customized financial plan to achieve your family's unique goals. It serves at the cornerstone of your personalized road map to ensure success.

  • TD Wealth Management
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Financial Planner
      • Aug 2008 - Jan 2016
  • Allan Beaupre, CA
    • Accounting Assistant
      • 2004 - 2008
  • Cameron Keller, CA
    • United States
    • Medical Practices
    • Accounting Technician
      • 2003 - 2004

Education

  • Conestoga College
    Diploma - Business Administration (Financial Planning), Financial Planning and Services
    2007 - 2008
  • Conestoga College
    Diploma - Business Administration (Accounting), Accounting and Finance
    2000 - 2003

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