Jason Price is a longtime resident of the Cowichan Valley and has worked locally in the financial services industry for the past 12 years. Jason specializes in Estate and Business Succession Planning for shareholders of private corporations, and enjoys the challenges of working in this often overlooked area of financial planning. He is looking forward to continuing to grow his business here in the valley, while enjoying the laid-back atmosphere that the Island has to offer.
Jason’s clients range from young families starting out with their first life insurance policies all the way to designing complex wealth transfer strategies for owners of large corporations. As one of the most knowledgeable experts in the field of corporate insurance planning, He often speaks at seminars for lawyers and accountants. He brings his enthusiasm and good nature to this difficult topic. Anyone who owns a business will find his expertise invaluable.