Meet the Sales Team

Meet Jason, our experienced professional in the Group Retirement field since 2011. He has held roles with a major Canadian insurer as well as a large Canadian consulting firm. Jason holds his Life License and RPA and has a background in consulting and sales. Building on his experience, Jason is able to offer consulting and advice to Canadian employers and Advisors based on real-life examples, ensuring their retirement programs meet the needs of the plan members. Jason’s objective at Open Access is to grow our advisory network and establish strategic partnerships across the country. He works with advisors as a partner to help win and close sales and to provide ongoing support and consulting assistance.

Since 2003, John has been actively involved in the Group Retirement field, focusing on plan design, client retention, and service solutions. He has worked closely with employers and employees, offering strategic planning, fiduciary oversight, and investment guidance. Over the years, he has built a track record for delivering effective solutions tailored to each client’s unique needs. John is recognized for his collaborative style, commitment to continuous improvement, and insight into the evolving regulatory environment. He holds multiple industry designations and pursues ongoing professional development to ensure the highest level of client service. Outside of work, John enjoys family time, traveling, and exploring new culinary experiences.