Jason MacCallum
Jason W.R. MacCallum Senior Portfolio Manager, Private Client Group

Jason has more than 30 years’ experience in investment management. Since 1987 he has experienced numerous economic and market cycles, giving him the perspective to guide clients through both prosperous and turbulent times.

Working initially with Canadian bank owned firms, Jason moved in 2000 to Canada’s oldest investment manager, MacDougall, MacDougall & MacTier along with his brother and business partner Sam. Since 2016, Jason and Sam have worked as a team with Raymond James, and since 2017, they have also welcomed US based clients via our American registered affiliate, Raymond James (USA) Ltd.

Jason lives in Montreal and is married with three teenaged sons. He is active in the community as a past president of the St. Andrew’s Society of Montreal and fundraising for the Montreal Neurological Institute.

Testimonials:

“Jason has been my financial advisor for well over 20 years and has been instrumental in our financial plan, including setting clear and achievable financial objectives, and then managing our family’s portfolio. We would highly recommend Jason if you are both planning for your financial future and seeking someone to manage your assets” A.v.H., Toronto

“In addition to being very personable, knowledgeable and a reliable expert, Jason is a person of the highest character and trustworthiness. I can sleep easier because Jason has my back. Jason also has a unique gift of simplifying complex issues. He puts my best interests ahead of his own.” S.L., Montreal

“Jason has been my investment advisor for over a decade. Jason continuously demonstrates excellence and is proactive, as well as strategic in his advice. As a busy professional I appreciate having Jason monitor my financial investments and providing sound advice at the right time.” D.W., Ottawa

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These testimonials are from clients. No cash or non-cash compensation was provided to the clients for their testimonials. The primary relationship with the client is professional but may also include a personal relationship.