In addition to our Burlington location, we also have offices in Uxbridge and Whitby to better serve your needs!
Jason Shields, MMPA, CPA
APEX INVESTMENT MANAGEMENT OF ALIGNED CAPITAL PARTNERS INC.: INVESTMENT ADVISOR
Jason joined the APEX team in October 2019 after transitioning from a career in corporate and operational finance where he spent over 15 years of progressive experience in managing finances for companies including financial plans, tax, and risk management. Jason made the transition to the Wealth Management Industry and the APEX team as he finds it more rewarding to help people on a personal level to meet their financial goals, whether it be funding their children’s education, the purchase of their dream home, or to achieve financial freedom. Jason’s focus is to work with business owners and others who need an experienced partner to build a financial roadmap, navigate their finances through both good and challenging markets, and to manage risk and build wealth for the future.
Jason completed his undergraduate degree in Finance and Economics at the University of Western Ontario in 1998, his graduate degree in Master of Management and Professional Accounting at the University of Toronto in 2001 and is currently a Chartered Professional Accountant having obtained his Chartered Accountant designation in 2003.
Jason and his wife, Catherine, live in the western part of the Greater Toronto Area in the town of Milton. They have three young boys who are involved in activities in the community including hockey, basketball, and baseball. Jason enjoys spending time with family and friends, assisting with coaching sports teams, hockey, skiing, and travelling.
Investment management services are provided through APEX Investment Management, a tradename of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.