Jason has been working in the financial services industry since the late 90’s.
It all started back in Ottawa, when a local bank manager came into the restaurant where he was working and was seated in his section. A conversation ensued about banking and finance which turned into an invitation to interview. Thus began a two decade career working for one of the top chartered banks in Canada.
His time there included challenging roles within wealth management and business banking, where he helped many clients articulate their financial goals and take the next steps towards achieving them.
Many will remember him delivering market updates and empowering investors with ongoing wealth seminars and workshops in the Kingston, Belleville and Port Hope areas.
Jason’s greatest fulfillment was when a beautiful bank advisor at one of the local branches he frequented caught his eye and changed his life forever when she said ‘I do’. He is now a devoted husband and family man to his wife Stacie and 2 step children.
We recently switched our investments from a local major bank into the care of Jason Stubinsky at Caldwell Wealth & Estate Advisory. We were unhappy with the bank's lack of communication and explanations on how market performance was affecting our investments and on their lack of advice in helping us with our retirement planning.
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.
Ed & Linda
We required advice and feedback with respect to our growing business and were fortunate enough to meet Rick and Jason while attending one of their seminars.
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.
Michael and Ida Cotman
M.W. Cotman & Associates Inc. Real Estate Appraisers & Consultants | Kingston, ON
Our insurance and investment needs were transferred to Jason earlier this year.
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.
Fred and Wendy
I was introduced to Jason 4 years ago; and my investment portfolio is so happy that I did - unlike my previous advisors and their lack of communication, Jason regularly keeps me up to date, advises me on how certain "financial decisions" will impact me not only today but in the future, and most importantly helps me understand the complexity of my investment portfolio.
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.
Royal LePage | Kingston, ON
At the risk of sounding overly dramatic, I can honestly say that I would not be where I am at today financially without the knowledge, insight and expertise of Jason. He has helped me open doors that I wouldn’t have thought were possible in a very short period of time.
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.
Foundry Athletics/Foundry Adventures
We have been working with Jason for a number of years and have found him to provide clear and concise advice in a highly professional manner.
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.
The information on this website is intended for residents of Ontario only.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.
*The use of email is not a secure medium and personal information should be transmitted by more secure means.