- • Value investing specialist who began investing at age 15 and started Vancouver Value Institute to share insights with fellow investors
- • Founder of Voyager Holdings, a financial holding company specializing in private business acquisitions rooted in value investing principles
- • Financial analyst with expertise in financial modeling, uses rigorous quantitative modeling to support investment decisions
Jason is a financial analyst responsible for using rigorous financial modeling techniques to support investment decisions. He is currently responsible for identifying leads, assessing opportunities, and negotiating terms for an acquisition pipeline focused on operating businesses. He is also currently negotiating the creation of a real estate investment trust focusing on the self-storage sector.
In addition to Jason's work as a financial analyst, he is also the co-founder of Voyager Holdings, a financial holding company focused on acquiring small to medium-sized operating businesses.
Jason actively manages his own stock portfolio following a rigorous value-oriented approach inspired by his hero, Warren Buffett. Through his portfolio he has generated an average annual return of over 35% as of September 2018.
Jason earned his Bachelor of Arts degree from the University of British Columbia.
Quote from Jason
"As Einstein famously said, 'Compound interest is the most powerful force in the universe.' Few things make me happier than seeing the spark in people's eyes when they start to understand how they can take their financial future into their own hands by deeply understanding the core principles of investing."
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