Jason Charrette, CFP®
Certified Financial Planner®
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. For 18 years he was employed by a custom industrial automation builder first as a mechanical designer, but primarily as the software/program developer. Read More
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 moved from IPC Investment Corporation, to IPC Securities Corporation and formed Ayr Financial Services Group to be able to further serve the needs of his clients.
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 believes in continuous improvement and furthering his education, most recently he achieved the credential of CFP Professional ® (Certified Financial Planner), considered the gold standard in financial planning. The CFP designation is offered by the Financial Planning Standards Council and is awarded after passing the FPSC Level 1 exam, the Capstone Case Study, and the 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.