Partner, Ivory Planning Group

With a decade of experience in the portfolio and asset management industry, Jason is well equipped to assist those with larger and more complex investment needs. Jason manages the portfolios for our clients which include corporations, established retirees, high net worth families, and foundations.

Ivory’s approach is to proactively create and manage investment strategies that consider economic conditions, taxation, and the goals of our clients. As an independent investment advisor, Jason has access to a wide variety of investments that can be tailored to our clients’ needs.

Jason lives in Langley with his wife and 3 kids and is active coaching youth soccer and is involved in his church.