Jason Stalker - Account Executive
A leader in his industry, Jason has grown the success of his firm since 1999 on his consistent focus on up-to-date knowledge in financial planning and honest relationship building. He's the CEO and Account Executive for Stalker Financial Group, advising a select group of high net worth individuals, families and organizations. He is also part of a top-level group of Canadian wealth management leaders who meet semi-annually to discuss best practices and ensure the families their companies serve are getting the highest quality knowledge, management and client-focused service available.
Jason enjoys light-hearted banter with his clients, getting to know about their life, family and friends. He values every client's future aspirations and advises on long-range thinking on all aspects of their financial matters. This is how Jason built his strong company primarily on referrals. Many of his client relationships extend over multiple generations and include complex investment and tax planning matters. He remains actively involved in the day-to-day aspects of Stalker Financial Group’s client relationships and is supported by our investment group and our client services and administrative staff.
Family is vital to Jason. His wife Tracy works alongside him and his team. After work, Jason enjoys quality time with his two children, Megan and Eric. He also believes in building friendships that stand the test of time. He and his oldest friends continue their annual trip that has been occurring for more than 25 years, and Jason has many fun stories to share about those trips and other adventures.
Jason is also a sought after speaker on client relationship development. To inquire about having him attend your business event to speak, contact Jason at email@example.com
Kevin Kuryk - Personal Financial Planner
Kevin has been an accredited financial planner for over fifteen years and has worked in the financial industry for more than twenty years.
Kevin grew up in Winnipeg and attended the University of Manitoba; receiving a degree from the Faculty of Management - B. Comm (Hons.).
When dealing with clients, Kevin adheres to his "Four C" approach. Comfort, Confidence, Commitment, and Control are the foundation of his advice. "In anything we do, the more comfortable we are the greater the confidence. When an investor feels comfort and confidence, they become committed to that strategy. Increasing a client's knowledge ensures that they are in control of their investment options". Kevin feels so strongly in this concept that he has trademarked his approach.
In his time away from the office, Kevin enjoys spending time with his wife and their two young daughters. As a family, they enjoy travelling, spending time at their cottage and exploring the outdoors.
Tracy Stalker - Office Manager
Tracy’s career has touched different aspects of the financial industry since 1989. Manulife (formerly North American Life) is where Tracy started her career in group pension and benefits.
Through mergers, Tracy found herself at Great West Life in 1997 starting in the same role and moving into payroll and benefits in 1998. Tracy worked hard to receive her PCP designation and shortly after was promoted to Team Leader. After 15 years, Tracy decided to leave Great West Life in order to join Jason’s company in April 2012.
Tracy proves herself to be more than just the ‘Boss’s wife’ every day with her hard working mentality and dedication to the job. Tracy is committed to customer service in every aspect of her role. There are many hats to wear as an office manager but no matter the task, Tracy will get the job done in the most efficient and effective manner.