Jason Stubinsky
Partner & Vice-President | Caldwell Advisory
Investment Advisor | Aviso Wealth
Jason has spent 30 years in Canadian financial services – 20 years building his career within one of the country’s top chartered banks, followed by the last decade as a Partner at Caldwell Wealth & Estate Advisory. Specializing in wealth management and estate matters; he’s guided individuals and families through every stage of their financial lives – helping them move from vague goals to clear, actionable plans.
Jason takes a full-picture approach to wealth management – financial planning, investment strategies, tax planning and estate transfer, brought together under one coherent blue-print rather than treated as separate problems. It’s an approach shaped by years of hands-on experience and collaboration alongside some of the industry’s most respected voices in economics and investing.
For high-net-worth families and business owners, that means an advisor who has seen the full arc of a financial life – accumulation, protection, and transfer – and who brings both the technical depth and the local relationships to execute on it.
Jason is currently serving the firm as Vice-President, reinforcing a client-first philosophy that has defined his career from day one.
His clients have shared their stories online.
Read them – then start yours.
I have had the pleasure of working with Jason Stubinsky and the Caldwell Advisory Group alongside the Robinson group of companies. Their expertise in benefits brokerage and their invaluable support in resolving out-of-scope claims and administration issues has been outstanding.
From the very beginning, Jason and his team demonstrated a deep understanding of our needs, providing tailored solutions that not only addressed complex challenges but also improved the efficiency and effectiveness of our benefits administration. Their proactive approach and commitment to resolving issues have been key in ensuring smooth operations within our organization.
I highly recommend Jason Stubinsky and the Caldwell Advisory Group for their professionalism, dedication, and exceptional service. Their ability to work seamlessly with our team has made them an invaluable partner, and I look forward to continuing our collaboration.
We started working with Jason two years ago when we were looking for help with retirement planning, financial advice, and overall financial strategy. Jason helped us lay out a plan that aligned with both our current situation and future goals, then thoughtfully stewarded our assets to support that strategy. It was especially helpful to see how the big-picture concepts translated into practical, real-world decisions.
Since then, we’ve continued to seek Jason’s input on a number of financial decisions, and his advice is always thorough and appreciated. He never rushes us, instead serving as a trusted sounding board who helps us think through our options. While we’ve always been financially responsible, working with Jason has given us a much clearer picture of our future – one that also has the flexibility to adapt as life changes.
We would confidently recommend Jason and his team to anyone looking to take better control of their financial future.
Throughout the process he has helped talk me through every deal we have done in a language that has been easy to understand in a sometimes, confusing financial world.
I can say with 100% certainty that I will have a long and prosperous relationship with Jason and his team at Caldwell.
Thank you, sir a ‘million’ times over.
From our first meeting, Jason was patient and thorough in his explanations about different strategies and ideas and we felt like valued clients. We worked together to determine our risk level for investing and we never felt pressured to operate outside our comfort level. In fact, it was just the opposite, Jason wanted to make sure we felt comfortable and knowledgeable about the process and within a short time we have seen a significant increase in our portfolio.
We have been very impressed with Jason’s commitment to making sure that we understand how our portfolio is responding to market trends and he is available in person or by phone for questions anytime in addition to our regular quarterly meetings.
Jason is extremely professional and very knowledgeable and it is very reassuring to know that he will be around for the long term to work with us.
My husband and I first went to Jason Stubinsky at Caldwell Wealth over 10 years ago seeking financial advise for retirement and estate planning. What stood out immediately was how comfortable he made us feel. We had both worked with financial advisors in the past, and many of those experiences felt impersonal, with things often left unexplained or confusing.
Jason was different from the start. He has a way of explaining complex financial concepts so they feel clear and manageable rather than overwhelming. After every meeting, we leave with a real sense of clarity and peace of mind.
Over the years, Jason has helped us build a thoughtful plan not only for our long-term goals and retirement, but also for short-term priorities involving our children and our growing business. His guidance has always been professional, patient, and tailored to our needs.
We can honestly say that meeting Jason and trusting him with our financial planning has been life-changing for us. His advise has helped shape where we are today, and where we want to be in the future. We’re incredibly grateful for the guidance he has provided over the years. We highly recommend Jason to anyone looking for a knowledgeable, trustworthy, and genuinely caring financial advisor.
We were immediately impressed with his knowledge and experience, but were even more impressed with Jason’s interpersonal style. We are not wealthy, but were treated with respect and appreciation by Jason. We felt comfortable with him and confident that his engaging and warm style was a true reflection of him as a financial advisor. He took a considerable amount of time to get to know us, our future aspirations and our current financial situation.
He then developed plans that met our individual needs and circumstances. Jason answered all of our questions completely. His presentation style was such that his suggestions were nonjudgmental, supportive and encouraging, making us feel confident as active players in the decision making.
We know our investments and our future are in good hands. Caldwell Investments are fortunate to have Jason representing their firm.
He takes a genuine interest in my financial well-being and he has helped me navigate through some complex financial issues…
I would highly recommend him to anyone looking for a unique wealth management experience.
He has spent time understanding us, where we are coming from and our goals; has provided clarity on our existing financial planning and has provided us with a clear strategy as to how we achieve the goals that we have.
In subsequent meetings, they were extremely thoughtful and aware of our specific situation. We were very impressed with not only the amount of time they spent preparing, but also presenting, in a professional manner an appropriate strategy for us.
They assisted in not only strategizing goals but provided a keen, practical awareness of methods to achieve those goals.
We strongly recommend reliance on their expertise and advice.
It was an exercise to which we did not initially look forward to, however, Rick and Jason made it a pleasant, enlightening experience and we look forward to working closely with them in the future.
We highly recommend reliance on their advice.
The ABCs of $1-2-3s | Part One
I Know What You’re Thinking It’s the summer, it’s vacation time, and (as much as you might be eager for your kids to be back in the classroom and out of your hair for a bit) the last thing on your mind is school. But I want to spend a few minutes today talking about...
Lose Yourself to Find Yourself
It is easy to get lost in today’s busy, electronic, always-on world. Information is constantly flowing at you, or past you. The need to constantly stay connected and be on top of the news, or work email, can be overwhelming. It is easy to become a slave to your inbox,...