1st lesson free
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Jason
- Rate $54
- Response 1h
-
Students2
Number of students Jason has taught since their arrival at Superprof
Number of students Jason has taught since their arrival at Superprof
$54/h
Contact
1st lesson free
- Business
- Finance
- Financial management
- Tax system
CFA Charterholder with 15+ years of experience in investment industry - focus on college/university business majors and those seeking professional finance designations.
- Business
- Finance
- Financial management
- Tax system
Lesson location
Recommended
Jason is a respected tutor in our community. They have been highly recommended for their commitment and the quality of their lessons — an excellent choice to progress with confidence.
About Jason
Portfolio Manager with over 15 years of industry experience covering multi-asset portfolios of retail and institutional clients - Insurance, Unions, High Net Worth Clients; and most recently Canadian Municipalities. I am a CFA Charterholder, a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM). I am here to help you succeed in your learning journey and to guide you through the challenging, and rewarding field of finance. My approach is tailored to you and your goals.
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About the lesson
- Sophomore
- Advanced Technical Certificate
- College / University
- +3
levels :
Sophomore
Advanced Technical Certificate
College / University
Adult Education
Masters
MBA
- English
All languages in which the lesson is available :
English
I am accessible online, or face-to-face (Simcoe County).
I teach students, junior professionals, and those with a general curiosity for all things finance.
If you are a college or university student studying business or finance, or pursuing professional accreditation in finance (such as CFA, CIM, CSC) I can help. CSI courses offered - CSC, IFC, PMT, IMT, WME.
Areas of specialty: Finance, Investment Analysis, Portfolio Management, Business & Management, Corporate Finance,
Lessons are fully adaptable to each student's level of understanding and unique goals.
Lessons combine an overview of the topic area's key concepts to gain a solid foundation, followed by detailed instruction to bridge any knowledge gaps you may have; and finally assessing your level of understanding using real practice questions and examples.
With over 15 years in the investment profession I can also provide career coaching, mentorship, and resume/interview prep to those aspiring for a career in finance.
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Review
All of our reviews are collected by us and are 100% reliable. They correspond to a real experience lived by students with Jason.
5 (2 reviews)
Perfect! My tutor played a key role in helping me pass the Canadian Securities Course by clearly explaining complex topics and focusing on the most important exam material. They were organized, patient, and adapted their teaching to my needs, while providing effective strategies and practice that boosted my confidence. Their support and structured approach were instrumental to my success.
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Recommendations
Recommendations come from relatives, friends and acquaintances of the teacher
1
Jason was an excellent tutor for my accounting and business math classes in College. He was able to explain and work through problems in a way i could understand. He demonstrated simpler ways to solve and calculate problems that i could use in real world situations. In addition to a great tutor, he is very friendly and kind. I would definitely recommend him for any math needs as he has great knowledge in that field.
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Rates
Rate
- $54
Pack rates
- 5h: $269
- 10h: $538
Travel
- + $$25
free lessons
This first lesson offered with Jason will allow you to get to know each other and clearly specify your needs for your next lessons.
- 45mins
online
- $54/h
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