Jason Charchar

As a Meridian Financial Planner, I like being able to make a difference in the lives of my clients and their families. It’s infinitely rewarding to help people manage their finances, so they can achieve their goals and secure their families’ futures. I chose Meridian because its underlying values allow me put my clients first.

What I do isn’t simply a nine to five job. This profession requires consistent growth, ongoing self-betterment, dedication, passion and a desire to constantly improve one’s skill set.

I did both my BComm in Accounting and Post Graduate studies in Financial Planning at Humber. I currently hold the QAFP® (QUALIFIED ASSOCIATE FINANCIAL PLANNER™) and RIS (Responsible Investment Specialist) designations so I can continue to offer my very best in financial planning and responsible investing (RI) services for the clients I serve.

On a personal level, I love muscle cars and spend part of every summer doing a few upgrades to spice up the ride. I love traveling to relaxing locations, whether it's a southern destination to enjoy the beach or to Europe to enjoy the old cities and rich culture. I'm passionate about technology, movies and spending time with friends and family and genuinely love getting to meet and know new people.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.