Top Advisor Summit 2010

In 2010 Jason Stalker was asked to speak at The Investment Executive’s Top Advisor Summit about the success he and his team are having being in "the relationship business". Jason believes his success as an advisor is because he takes the time to listen and build relationships first.

Jason explained a solid process can make you more efficient, it alone cannot make you a success. To become successful, you need to focus on relationships, honesty and assurance. Jason also highlighted the importance of a solid team when it comes to client service, saying “My team is an extension of me and I am an extension of them.”

The Investment Executive’s Top Advisor Summit took place May 10, 2010. Jason presented to the nearly 300 advisors in Toronto over the one day event.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through First Canadian Financial Group.