Profiel
Mr. Jason N.
Vincent is a President & Chief Operating Officer at Matco Financial, Inc. He has over 25 years of experience in estate and succession planning, taxes, wills, business divestitures, personal corporations, charitable trust and endowments.
Jason also provides family coaching regarding the transition of assets and operating businesses.
Mr. Vincent co-founded Matco Financial in 2006.
He started his career in 1993 at Royal Trust as an Investment Counsellor providing wealth management advice to a wide range of private clients.
In 2000, Mr. Vincent joined the Fiduciary Trust Company of Canada as Executive Vice President, where he worked with private clients, trusts and non-profit organizations.
He graduated from the University of Calgary with a Bachelor of Commerce degree.
Jason also holds the designation of Personal Financial Planner (PFP).
Actieve functies van Jason Noel Vincent
Bedrijven | Functie | Begin |
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Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Oprichter | 01-01-2006 |
Opleiding van Jason Noel Vincent
University of Calgary | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Finance |