As residents of BC and Alberta, we have unique financial needs and goals that must be understood by a qualified investment advisor. The investment community has addressed these needs poorly, and you the client have been under serviced. Until now...
 

As a full service investment advisor with Global Securities Corporation (a full service brokerage firm), I provide clients with access to all the tools necessary to enhance wealth. My team does this by getting to know your situation, discussing your investment options, providing access to all financial products and making recommendations which will be based solely on your personal investment needs and goals.

 

As a member of Global Securities Corporation, I am able to offer a wide range of investment and financial management options.

 

Brokerage Services
Providing access to all North American equity markets to clients wishing to invest in stocks, exercise stock options, employee share purchase programs, mutual funds, bonds and GIC's.

 

Severance Plan Analysis
Help you decide which serverance options fit you and your family best.  Severance package must involve strategies that will help you maximize your benefits, and minimize taxation.
 

Develop a sound estate that will protect the ones you love from loss of income, high debt and taxes.

 

Create a detailed financial plan that analyzes your current situation and provides you with recommendations on how to create wealth.  Coaching you to become and investor, not just a saver.

 

Coaching in how to identifying potential business opportunities.  Developing goals and exploring strategies on how to grow your balance sheet.

 

No plan is complete or finished, as all growth is perpetual.  Planned quarterly meetings will allow your plan to change with you.  Planning will involve solving your short, medium and long term goals.

 

Are you and employee and own shares of a publicly traded company like Canfor, FMC, Telus, West Fraser, Abitibi, Husky or even a private company?  Ask me about how you can easily sell these shares or contribute them to a FEE FREE self-directed RRSP.

Investment Offerings
• ETF's
• Mutual Funds
• Bonds
• Stocks
• Commodities
• Corporate Financing
• Currency Forex
• TFSA
• RIF
• GIC
• Severance Packages
• RRSP
 

For a free personalized needs analysis, a second opinion or information on current market conditions, contact me, John Kason.

Toll Free: 1-866-614-0111
Direct: 1-250-961-5157
E-mail: info@johnkason.com