Our Team
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.
Education, Competencies
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 Course
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.
Education, Competencies
Licensed to provide Life Insurance, Mutual Funds and Exempt Market Products in the Province of Ontario.
Business Administration Diploma – Financial Planning Program (Conestoga College)
Melanie Golchuk, Licensed Assistant
Melanie Golchuk hails originally from Quitman, Mississippi, and made the move to Canada in 2010 (her Southern accent is still charmingly evident). With a background in the manufacturing industry, Melanie joined the Jack Financial team in 2017,
Melanie's responsibilities at Jack Financial encompass various aspects such as preparing for client meetings, handling trade processing, and troubleshooting administration issues. She places a high value on clients' need for confidentiality and privacy, ensuring they feel comfortable and confident in every interaction.
​
Residing in Mount Forest, Melanie is happily married to her husband with two daughters. Beyond her professional life, she loves promoting girls in sport and is the current president of the Palmerston Marlins Ladies Softball Association. When not at the ball diamond or hockey arena, she enjoys spending quality time with family at the cottage, camping, and neighbourhood get-togethers with friends.
Education, Competencies
Maintains the requirements as a Licensed Assistant (Mutual Funds) in the Province of Ontario.
Completed Courses: Canadian Investment Funds, Life License Qualification Program
Griffen Jack, QAFP
Griffen joined Jack Financial in the summer of 2022. His favorite aspect of the job is developing relationships with clients and helping them reach their financial objectives. Griffen is uniquely qualified in understanding money management.
​
Griffen's primary responsibility centres on prioritizing client needs and they often reach out to him for administrative issues. What clients value most about Griffen is his commitment to their well-being and his transparent, personable approach. He has obtained his QAFP designation and Canadian Securities license.
​
Outside of work, Griffen enjoys hobbies such as fishing, playing hockey, and maintaining a fitness routine at the gym. He also has a keen interest in cars, music, and cooking. Community involvement is important to Griffen, as seen through his contributions to running the local ball hockey league and participating in town theater activities in Drayton.
​
Education, Competencies
Qualified to provide Mutual Funds and Exempt Market Products in the Province of Ontario.
Advanced Diploma – Financial Planning Program (Conestoga College)
Completed Courses: Canadian Securities Course