CALL: 250.596.6511 | 1244 4TH AVENUE, PRINCE GEORGE, BC

Wealth Management should be full service.

Our objective is to generate absolute returns for clients
by using all the tools at our disposal for conservative
wealth creation and wealth preservation. Our team is
always accessible.

Our Integrated Solutions

The Kason Point

We take an innovative and disciplined investment approach that is based on income generation and offers investors a high level of diversification across multiple asset classes. Our team does this by getting to know your situation, discussing your investment options, providing access to a wide range of financial products and making recommendations that will be based solely on your personal investment goals.

I believe that the best way to help you meet your financial goals is through a six-step investment process.

I believe that the best way to help you meet your financial goals is through a six-step investment process.

  1. Needs Analysis
  2. Asset Allocation
  3. Portfolio Design
  4. Investment Manager Selection
  5. Portfolio Construction and Monitoring
  6. Risk Management

My team looks forward to getting to know your situation, discussing your investment options and then providing you with recommendations based solely on your personal investment needs and goals.

Our Team

Robyn Caron

Client Services

250-596-6511

robyn.caron@fieldhousecap.com

JOHN KASON

Certified Financial Planner ®

250.596.6511

john.kason@fieldhousecap.com

About Me

My family and I have been in Prince George for over 20 years. We have a passion for traveling and enjoying great food. I am an active member of the community as a mentor and educator. Over the years I have become a regular contributor to CBC Radio, CBC Online, and CKPG TV/Radio, and have been asked to provide financial training for School District 57, retirement preparation seminars for Canfor and investment planning and entrepreneurship development seminars for the College of New Caledonia as well.

250-961-5157

john.kason@fieldhousecap.com

Servicing the Prince George Region, the Okanagan, and the Greater Vancouver Area 

Take your finances in a new direction

The increased complexity of researching and picking investments, and the time commitment required to monitor a portfolio can leave investors overwhelmed. Based on your investment objectives and risk tolerance, our team provides the ongoing research and asset selection needed to create a well-diversified, long-term risk-adjusted portfolio.

Time For What Matters

Partnering with Fieldhouse Capital Management Inc. can help reduce the burden of the complexities of portfolio construction and monitoring, enabling you to spend more time concentrating on your business and family.

Risk Management

Enjoy the peace of mind that comes with knowing that our team will endeavour to keep your investments in line with your risk tolerance and goals.

Investment Income

Our philosophy is that receiving ‘rent’ on your investments now is better than maybe getting paid later. For this reason, we typically focus on income-producing assets that regularly pay you dividends and/or interest.

Investment Expertise

Our customized investment solutions are designed to maximize potential returns, limit volatility and manage investment risk.

Ethical Investment Options

Providing quality ethical portfolio solutions that match your family values and investment objectives can come without sacrificing total returns.

Manage Taxation

Tax-efficient investing is one of the most overlooked strategies available to investors. We assess your unique situation and develop a tax investment strategy that helps you save even more.

Stay Informed

We provide market commentaries, regular performance reports and specialty research to help you better understand your investment holdings. There is no question too big or too small.

Take Advantage of an Advisory Team

With more than 15 years of experience in the industry and strong ties within the firm and community, we have access to a network of experienced professionals (analysts, accountants, lawyers, insurance specialists etc.) who can help you achieve your goals.

Severance Plan

Be sure you talk to a Certified Financial Planner before making any decisions. Severance Plan Inquiry Form

POLICIES

Below you will find a link to the Fieldhouse Capital privacy policy as well as my personal privacy policies and disclaimer regarding the use of this site and any information that is collected via this site. Fieldhouse capital privacy policy johnkason.com privacy policy

Disclaimer

Investing in securities carries with it a risk of financial loss. This loss may arise systemically or with a particular issuer’s securities. Each securities issue typically has specific risks to which they are susceptible. These issuer-specific risks will vary as between different issuers. Investors are cautioned to carefully review any and all disclosure documents they may receive pertaining to a particular security or class of securities, and to ask their investment advisors to fully explain those parts of such documents in respect of which an investor may have a question or require clarification. John Kason is an investment adviser with Fieldhouse Capital Management Inc. Fieldhouse Capital is a member of the Canadian Investor Protection Fund. This website or the information transmitted does not constitute an offer to sell or a solicitation to buy any security.

Partners

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