Jason Bobee
President at Portfolio Strategies Corporation
Based in Toronto, Canada
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Seniority
C-Team
Department
General Business & Management
Location
Toronto
Industry
Investment Management
Company size
71
Contact information
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j•••••••@portfoliostrategies.ca
Phone
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Background
About Jason Bobee
Seasoned investment sales specialist dealing with MFDA and IIROC advisors across Ontario for over 20 years. Most recently working on the MFDA dealer side of the business, as a practice management specialist and consultant to the top 150 advisor businesses in Ontario. Long term success and experience in team based structures, time management, organization skills and sales process monitoring. Always using a consultative approach to sales and relationship building, resulting in a strong network of clients and colleagues. A valuable resource and asset for businesses looking for strategic planning and growth in the financial services and investment industries.
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