Jason Mansell

Growing up in Caledon, I never envisioned working in the financial services field. I did, however, watch my grandparents and family sometimes struggle with money. They never really had a trusted advisor, especially in the early days, and that feeling stuck with me as I grew up. I was always entrepreneurial, running a student painting business to afford school tuition and housing, and after graduating from the University of Guelph, I saw the opportunity to help families plan better and to hopefully make a difference in their lives. Over the last 14 years, I am very grateful to all our...