Jason Polsinelli, MBA, PFP, STI, FDS, CIM
Senior Wealth Advisor, Portfolio Manager
Jason, head of the Polsinelli Financial Advisory Group, has worked in the financial services industry for more than twenty two years and has been recognized as one of the industry’s leading financial planners in Canada. He has also been awarded and recognized by the industry and his peers for his expertise in the financial services arena. In 2015 he was a finalist for Advisor of the year, Multi-service Advisor of the year, and Community Service effort of the year. He manages wealth and provides financial and expert advisory services to High Net worth Families, Corporate Treasuries, Business Owners, and Health Care Professionals. His career has taken him through the different facets of the financial services industry including banking, financing, insurance, cash management, financial planning and wealth management. Jason is a graduate from York University, specializing in International Political Economy, followed by an MBA at Dalhousie University. He has also attained many specialized designations including, Personal Financial Planning, Specialist of the Trust Institute, Chartered Investment Management, Chartered Financial Divorce Specialist, and a Diploma in paralegal studies. He is also a licensed insurance agent in the province of Ontario.
Jason is a strong advocate for community building in the City of Vaughan. He has consistently dedicated his personal time to charitable causes and events in his community especially in the area of education, Arts and Culture, Special needs youth and the environment.
ScotiaMcLeod®, a division of Scotia Capital Inc.