Financial Planner Financial Security Advisor at Independent Representative
Montreal, Quebec, Canada
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Summary
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Senior
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Top School
Jason Collum is an independent financial planner and financial security advisor based in Montreal with over 20 years in the industry and eight years of self-directed practice combining advisory work and mutual fund distribution through PEAK Investment Services. He specializes in customized financial planning to help families maximize and optimize wealth, drawing on prior roles at RBC where he focused on investments and retirement planning. Jason blends analytical finance training from Concordia University with a creative, web-development–curious mindset (NSS cohort) that helps him communicate complex strategies clearly and leverage digital tools. He is committed to social causes—poverty alleviation and animal rights—which inform a client-centered, values-driven approach to long-term financial security.
8 years of coding experience
B.Comm, Finance, B.Comm, Finance at Concordia University
Contributions:27 PRs, 16 pushes, 13 branches in 2 years 2 months
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