CMK Wealth Management Inc, Invermere, BC

Jason Elford has been involved in wealth creation and management since 1998. With a strong personal commitment to ongoing education and professional development, he is able to maintain knowledge and skill at the top level and thus is able to serve clients with the most current tools and methods.
Jason’s top priority is to build long term relationships with his clients. He feels it is essential to learn where his clients have been, where they are now, and what their future goals, values and objectives are before any advice is given. As a client of Jason’s, you can expect to receive ongoing thoughtful service based on these insights, with comprehensive financial planning advice. When appropriate, this will switch to a specialized focus on retirement and estate planning.
Unlike many others in financial services, Jason works as an independent consultant and Certified Financial Planner®. This means he works for his clients and is not tied to any one provider of services. As a MFDA licensed investment advisor, Jason has the ability to scan and research the entire market. This way his clients can be assured that they are getting the best possible investment advice, without any bias. He believes in steady growth and is not looking for the home run that may blow away the competition for one year only to lag behind in the next. Instead, Jason’s investment philosophy is to find two or three good, core, stable investments, and build a solid portfolio from there. Higher volatility products can be added to the mix if they meet the overall risk tolerance and allocation objectives.