Our clients know they can rely on:
- a defined, consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
I have worked with Jason Manor both as my investment advisor and life/group insurance agent since 2000. He is extremely professional, competent, respectful and provides timely, meaningful and straight forward advise and counsel. I appreciate most his follow up service and his caring and compassionate nature. Jason is the consummate professional.- Jeff Greenberg
I have found Jason's advice and assistance provided to me to be excellent. He keeps me informed on all the important details regarding my financial portfolio and are always available to answer any questions. It has been a relief over the years to have someone who shows honesty and integrity and takes extra care in the matters that mean a lot to me and my future.- R. Fedorchuk