I first met Jason in 2009 and what began as a business relationship, became much more personal when I decided to entrust him with my entire investment portfolio. I have a good understanding of finances and have always been confident in my ability to manage my own affairs, but it was evident early on that he was much more knowledgeable. He has an immense amount of integrity and I had a gut feeling that he was exactly what I needed. It wasn’t long before we took care of my insurance needs and built a financial plan. Jason has been my Advisor for 3 years, and I have never felt more confident that my financial goals will be met, and my legacy is secure for my family. He takes the time to answer questions, explains things thoroughly and makes me feel comfortable every time we speak. I have, and will continue to refer my family and friends. Thank you Jason!
I would highly recommend Zdyb Financials to anyone. Jay took the time to explain everything to me and ensured I understood it before moving on. At no time did I ever feel pressured or rushed into any decision. Jay truly cares about his clients and is looking out for their best interest.
Some guys get excited about cars, some about women, but Jay also feels the same about money and brings that passion to all he does. He provides full documentation, all the back-up information and an honest review of the products he brings to the table, but the choice is always yours. He believes in an intelligent informed choice and has done very well for us.
I am pleased to introduce my financial advisor, Jason Zdyb of Zdyb Financials Ltd and Legacy Financial Group. Since 2016, I’ve worked with Jason when it was necessary to move my RRSPs. I have found him very professional, knowledgeable of current markets, and confident. Dealing with him over the years has made me comfortable in managing my retirement. Jason arranges yearly meetings to help me feel engaged in all financial decisions being made either by him or myself. During the turbulent year of 2020, he contacted me frequently and kept me informed and in the loop. Our established partnership relieved stress throughout the year.
Jason has helped grow my retirement savings in the last five years. I highly recommend his services frequently to friends and family, knowing he will ensure growth and stability in all their financial needs.