Jason Bullock Wealth Planning Specialist, Investors Group Securities Inc.
Jason Bullock joined Investors Group Securities Inc. in July 2015, serving clients in the Ottawa area.
Jason began his career in the financial services industry in 2006 after graduating from Algonquin College with an advanced honors diploma in Business Administration, with a concentration in finance.He obtained hisCFP® (CERTIFIED FINANCIAL PLANNER) designation in 2008. Prior to joining IG, Jason worked at a privately owned company serving Canadian physicians and their families, a major brokerage and an independent financial planning firm. He continues to instruct finance courses at the local community college.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.