Jason is the Head of Strategic Client Credit at The Targeted Strategies Group (TTSG). With expertise in insurance lending, financial statement analysis, executing credit transactions and relationship management, he optimizes the insurance policy financing experience for valued TTSG clients. His background in banking and insurance lending, combined with his creative problem-solving skills, enables him to provide exceptional guidance and support.
Prior to his role at TTSG, in his position as Director of Credit Structures, Jason managed the lending portfolio and underwrote large and complex credit transactions for banking clients. Before that, as a Credit Analyst in Corporate Banking, he conducted credit analysis for mid-market enterprises.
Jason holds a B.COMM (honours) degree from the University of Guelph and upholds values of integrity, kindness, perseverance, and discipline in his work. Outside of his profession, he enjoys quality time with his family, participating in activities such as hockey, golf, running, swimming, reading, DIY home improvement projects, and travel. He actively volunteers at his kids' school and engages in their extracurricular activities, showcasing his dedication to community support.
Chief Executive Officer & Principal
Principal
President and Chief Operating Officer
Associate Principal
Head of Technology and Data Solutions
Director, Human Resources
Head of Corporate Development
Head of Strategic Client Credit
Director of Finance
Head of Strategic Client Credit
Chief Legal Officer
Senior Advisor - Finance & Banking
Senior Advisor - Solutions
Head of Strategic Client Credit
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Senior Financial Analyst
Head of Strategic Client Credit
Senior Actuary
Financial Analyst
Solutions Analyst
Director, Operations
Senior Manager, Sales Enablement
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Client Solutions Associate
Account Manager
Account Manager
Account Manager
Senior Account Service Representative
Senior Account Service Representative
Senior Account Service Representative
Head of Strategic Client Credit
Account Service Representative
Account Service Representative
Account Service Representative, Financing Specialist
Account Service Representative
Account Service Representative
Account Service Representative
Underwriting Team Lead
Senior Underwriting Associate
Underwriting Associate
Underwriting Administrator
Underwriting Administrator
Head of Strategic Client Credit
Business Performance Manager
Manager, Optimization
Legal Counsel
Life License and Contract Specialist
Legal Counsel
Director of Enterprise Accounting
Human Resources Administrator
Office Manager
Senior Training Coordinator
Special Projects Analyst
IT Systems Administrator
Market Research Analyst
Executive Assistant, Operations
Executive Assistant
Executive Assistant
Corporate Controller
Controller
Head of Strategic Client Credit
Senior Financial Administrator