Financial Planning

Being a CERTIFIED FINANCIAL PLANNER® Professional, Jason strives to understand every aspect of his clients' financial picture.  This allows him to not only create a proper financial plan for each client, but also help to educate his clients on how each piece of that plan fits into the overall picture.  This serves as the blueprint for the clients' wealth management going forward.

6 Step Financial Planning Process

As a CERTIFIED FINANCIAL PLANNER® Professional who is certified through FP CanadaTM, Jason adheres to the 6 step process as shown when guiding clients through the financial planning process.

A CERTIFIED FINANCIAL PLANNER® Professional must also complete a minimum of 25 hours of Continuing Education each year.  This education consists of different categories such as Product Knowledge, Professional Responsibility, and other categories to ensure the Professional meets strict standards to operate under FP CanadaTM.

CLICK HERE for more information on the 6 Step Financial Planning Process.

CLICK HERE for more information on FP CanadaTM.

Financial Planning From DTR FINANCIAL

Completing the financial planning process can feel like a daunting and complicated experience, but it doesn't need to be.

Jason will walk you through the process using a very easy to follow set of questions that will provide him with the necessary information needed in order to put together and implement a long term plan for you, which is built around what matters most to you, and ensures that it aligns with your values.


For the plan to be successful, it is to be reviewed and revised each year so that it is constantly adapting to your life, and where you are headed moving forward.

Take the uncertainty out of your financial future and start planning for what is most important to you.

This process is complimentary for all DTR Financial clients.