I come from a military background, having served 12 years in the Canadian Forces as a proud member of Princess Patricia's Canadian Light Infantry. Canadian Forces has helped develop my work-life balance, and working with great people gave me a good experience. Now I am a very proud father of two girls and have over 10 years of experience in the financial services industry.
I wanted to do something with my life that fulfills the lives of others. Joining the Canadian Forces was the best choice I ever made in my life. Now, I am into a new chapter of my life where I'm proud of changing the lives of individuals and families forever. I take pride in putting the right plan in place to help people realize their dreams and goals.
I wanted to do something with my life that fulfills the lives of others. Joining the Canadian Forces was the best choice I ever made in my life. Now, I am into a new chapter of my life where I'm proud of changing the lives of individuals and families forever. I take pride in putting the right plan in place to help people realize their dreams and goals.
Services
Strategies to help increase your personal cash flow, keep key employees and protect your business. Customized strategies for inheritance, wealth transfer and succession to protect your loved ones. Whether you need insurance or financial services for your personal, family, business or corporate needs, I look forward to working with you and enhancing your financial future.
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals. Talk to us about helping you get your finances in order so you can achieve your lifestyle and financial goals.
Whether you need insurance or financial services for your personal, family, business or corporate needs, I look forward to working with you and enhancing your financial future.
Whether you need insurance or financial services for your personal, family, business or corporate needs, I look forward to working with you and enhancing your financial future.
Because of the financial complexity of many divorces, more and more financial professionals are being asked to play an active role in helping individuals and lawyers sort through the financial issues related to divorce. Lawyers are also looking for new ways to help their clients obtain an equitable financial settlement to avoid having to go to court.
Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.
What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets. Business succession planning is different because it deals with your business assets only and can also take place while you're alive.
Reviews (6)
Rachelle
Feb 12, 2021
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I've been dealing with Jay for several years now and have been very satisfied with his overall services and my investments performance. He's always keeping me up to speed with things and takes the extra time to make sure I fully understand what is going on with my investments. Working with Jay really makes things effortless on my end which is how it should be and delivers on top of it all. He's an absolute delight to work with and highly recommend seeking his services.
M. M.
Jan 15, 2021
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Is financial freedom important to you?
Would you like to grow your financial knowledge while building a healthy portfolio?
Do you have some topping-up or even catching-up to do, to meet your financial goals?
If you answered YES to any of the above questions- your solution is in JASON ZDYB!
It never matters if you are new and a first-time investor, or an existing part of the Zdyb financial family; We all get the VIP treatment!
Jason is super positive, honest, uplifting gentleman and always a pleasure to see. He makes you feel welcome, comfortable and makes you thoroughly understand the process
Would you like to grow your financial knowledge while building a healthy portfolio?
Do you have some topping-up or even catching-up to do, to meet your financial goals?
If you answered YES to any of the above questions- your solution is in JASON ZDYB!
It never matters if you are new and a first-time investor, or an existing part of the Zdyb financial family; We all get the VIP treatment!
Jason is super positive, honest, uplifting gentleman and always a pleasure to see. He makes you feel welcome, comfortable and makes you thoroughly understand the process
Deanne Lister
Jan 15, 2021
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I am a new client with Jason Zdyb. This is my first time investing or having a financial portfolio. Jason made me feel welcome, comfortable and made sure I completely understood the process of what we are going to do with my investment. He put a lot of work into where we are going to start and grow my portfolio. Jason takes the time to get to know you as a person and makes you feel like a family member. I look forward to working with Jason for many years:)
Donna Huebner
Jul 01, 2020
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We have been dealing with Jay for over a decade. We had a lot of catching up to do in order to get enough funds for retirement. Jay went straight to work getting us to a level we needed . He also invests in the same funds - which says a lot. He is always free to meet to clarify any investment, when possible fitting us in for an early morning meeting at our acreage on his way to the office. Returning calls promptly with proactive advice. Jay is positive, up lifting kind of guy, always a pleasure to see. And yes gets very excited "following the money" knowing we all depend on him and do so with the
Marc L'Hirondelle
Apr 28, 2020
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My wife and I have been working with Jay for the past 8 years and I would highly recommend Jay to look after any of your financial needs!
Jay has been very professional and courteous when ever we need questions answered and is always there when we need him. When we need any answers, Jay gets them for us right away.
We have put our trust in Jay for the last 8 years and we will continue to do so for the foreseeable future!
Thank you Jay, we appreciate everything you do for us!!!
Jay has been very professional and courteous when ever we need questions answered and is always there when we need him. When we need any answers, Jay gets them for us right away.
We have put our trust in Jay for the last 8 years and we will continue to do so for the foreseeable future!
Thank you Jay, we appreciate everything you do for us!!!
Michelle Kostiuk
Apr 28, 2020
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I was introduced to Jay in 2012 at which time I was not familiar with the financial market areas at all. I have put my 100% trust in Jay as he has educated me about how to diversify my finances in order to gain. If you have any concerns about your financial future.......Jay is the person that I TRUELY recommend. All decisions are in your control.
