FPSC Level I®
IPC Securities Corporation
Jason was born in Woodstock, Ontario, and lived throughout Southwestern Ontario before settling in Ayr over 25 years ago.
Prior to entering the Financial Services Industry, Jason graduated from Conestoga College after completing the Mechanical Engineering – Design Analysis program, and for 18 years was employed by a custom industrial automation builder first as a mechanical designer, but primarily as the software/program developer. Jason joined Ayr Financial Services – Investment Planning Counsel in 2015 as an associate. In 2016 he moved into the advisor role after receiving a Post Graduate Certificate in Financial Planning Services. In 2018 Jason Charrette moved from IPC Investment Corporation, to IPC Securities Corporation to be able to further serve his clients need’s. Jason brings his attention to detail gained in his years in the engineering field, to the work he performs for his clients. Jason is licensed with the Investment Industry Regulatory Organization of Canada (IIROC) and holds his Life Insurance License under the Life Insurance Licence Qualification Program (LLQP). Jason is actively pursuing the Certified Financial Planner Designation, having completed the curriculum requirements, the Capstone course, he has achieved the FPSC Level 1® Certificant in Financial Planning, and recently challenged and passed the final CFP examination. Outside of the office Jason can be found in around Ayr, coaching minor hockey, playing adult recreational hockey and baseball, or spending time with his wife, and their two children. Read More