We help clients discover their financial future. We provide advice while building lifetime relationships based on trust and education. Our team reflects the same commitment our clients have with their own families, careers and businesses.
Jason Jack, CFP, FMA
Jason's entrepreneurial spirit and analytical thinking have served him well over the course of his career. Before going into financial services, he was the owner of a successful international software company located in Guelph, Ontario which employed 30 people. He eventually sold the company in 2001.
Jason became a financial planner in 2003 and has significantly grown his business since then, attributed largely to the fact that he's a relatable, hard-working "small town guy." In an industry where advisory firms can feel intimidating for many investors, it is quite the opposite with Jason and his team. He genuinely wants to make a difference in his clients' lives and does so with trustworthy advice and diligent strategic planning. He educates his clients and helps make a difference in their financial futures.
Jason lives in Drayton Ontario, which is his hometown, and has two children. He has volunteered his time as a member of the Drayton and Community Citizens' Association and on several minor sports teams. He has also volunteered at Ronald McDonald House and as a firefighter. He enjoys being at his cottage and golfing.
Licensed to provide Mutual Funds, Exempt Market Products and Life Insurance in the Province of Ontario.
Completed Courses: Canadian Investment Funds, Labour Sponsored Investment Funds, Canadian Securities
Jordan Martin, CFP
Jordan joined Jack Financial in 2018. His aptitude to genuinely listen and learn about his clients' goals has helped him grow his client base. He is committed to helping his clients, particularly individuals and couples who are looking to take care of their young families or invest in property.
Combined with his industry expertise, Jordan also has a background in farming and community initiatives, so he understands the daily balancing-act that families manage. He makes it a priority to help his clients narrow their focus, so they are planning for what matters most in their lives.
Jordan and his wife live in Palmerston. He enjoys many sports, mainly hockey and is involved in his community church. He also enjoys reading, board games and playing chess.
Licensed to provide Life Insurance, Mutual Funds and Exempt Market Products in the Province of Ontario.
Business Administration Diploma – Financial Planning Program (Conestoga College)
Cathy Burton, Licensed Assistant and Office Manager
Cathy has been in the financial services industry since 1986, taking on a variety of roles, from bank teller to Senior Financial Analyst. She joined Jack Financial in 2010. She is analytical, empathetic and resourceful, which helps with supporting clients and enhancing their overall experience.
Cathy's primary responsibilities include ensuring that administration tasks are completed and meet the requirements of regulators and compliance. She also provides clients with accurate and timely responses to their questions, particularly with estate planning and tax enquiries.
Originally from Kitchener, Cathy moved to Drayton with her husband in 1992. They have two daughters and two dogs. Cathy enjoys spending time cooking and giving back to her community. Since 2018, she has been the Treasurer for the Mapleton Chamber of Commerce. She was previously on the executive board for Drayton & District Skating Club, Arthur and Area Skating Club and Community Christian School.
Licensed to provide Life Insurance in the Province of Ontario. Maintains the requirements as a Certified Tax Practitioner and as a Licensed Assistant (Mutual Funds) in the Province of Ontario.
Bachelor of Environmental Studies (UW), Canadian Investment Funds, Life License Qualification Program, Exempt Market Proficiency
Melanie Golchuk, Licensed Assistant
Melanie is originally from Quitman, Mississippi and moved to Canada in 2010 (You can still hear the accent though). Previously in the manufacturing industry, she began working with the Jack Financial team in 2017.
Melanie's responsibilities include preparing for client meetings, trade processing as well as troubleshooting administration issues. She values clients' need for confidentiality and privacy and does what she can to make them feel comfortable and confident.
Melanie lives in Mount Forest and is married with two daughters. She has a musical past, playing baritone in her college marching band. She is treasurer for the local softball team, Palmerston Marlins and enjoys spending time at the trailer, cottage as well as camping.
Maintains the requirements as a Licensed Assistant (Mutual Funds) in the Province of Ontario.
Canadian Investment Funds, Life License Qualification Program
Julianne Burton, Administrative Assistant
Julianne started working for Jack Financial to help with project specific tasks in early 2021 and was then hired full-time later that year. Her cheerful, approachable demeanor makes her a great asset to the team. She enjoys working with and meeting new people.
Julianne was a competitive synchronized skater as well as a certified sailing coach at the Conestoga Sailing Club, teaching both children and adults. Julianne also enjoys crochet, gardening, baking and theatre. She has a black cat named Salem.
Bachelor of Science (UW), with special interest in geology and meteorology