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Professionals you can trust

Jason joined Nicola Wealth in 2022. He holds certifications as a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®). Before Nicola Wealth, he worked as a financial advisor at TD, focusing on mortgage and investment advice. Prior to that, he spent two years at RBC Dominion Securities as an associate supporting two advisors.

Jason believes in a client first approach, and he uses his experience to provide value to Nicola Wealth clients.

Overview

 Jason Marten

Client Relationship Manager

Senior Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
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