Members

Jason Charrette

Ayr
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jason Charrette

Member Bio

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Specializations

Executive Compensation
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

CIFPs

Education

Post Grad Certificate

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

Alberta
Ontario
Quebec
Saskatchewan
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