John Kason Financial
 

My Services

As a member of the Global Securities Corporation, a full service brokerage firm, 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 severance options fit you and your family best. Severance package must involve strategies that will help you maximize your benefits, and minimize taxation.
Estate Planning
Develop a sound estate that will protect the ones you love from loss of income, high debt and taxes.
Personal Financial Planning
Create a detailed financial plan that analyzes your current situation and provides you with recommendations on how to create wealth. Coaching you to become an investor, not just a saver.
Business Planning
Coaching in how to identifying potential business opportunities. Developing goals and exploring strategies on how to grow your balance sheet.
Continued Monitoring and Adjustment
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.
Employee Share Purchase Plan
Are you an 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, 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

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John Kason is an investment adviser with Global Securities Corporation. Global 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.