Jason Montgomery has worked in the financial services industry since 2006, and became a CERTIFIED FINANCIAL PLANNER® Professional in 2013. Jason started DTR Financial in 2017 to become an independent planner and change the way people he knows and cares about approach their wealth management. Many people he knows have financial products like insurance, RRSPs, RESPs, etc., but don't fully understand why and what these products are doing for them. Jason is now dedicated to educating and ensuring his peers have created a successful wealth management plan and can be financially successful well into the future.
When not working with clients, Jason is very involved in coaching his two boys Tyler (T-Bone) and Ryan (Rhyno) in both lacrosse and hockey. Married to Nicole in 2005, they have settled into the community of Tuscany in NW Calgary where they plan to be for a very long time.
Why DTR Financial? DTR stands for Jason and Nicole's three children: Darren, Tyler, and Ryan. Darren unfortunately passed away days after birth, so this was a way to celebrate his being part of the family along with Tyler and Ryan.