Meet our team

Professionals who listen to your needs

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor

Speech bubble picto

English

Jason brings over 10 years of experience in the financial services industry.  He has a bachelor of Science Degree in Business Administration and a concentration in Finance from the College at Brockport, State University of New York.  Prior to joining the investment industry, Jason played semi-pro hockey in the US and England.  Jason believes in a disciplined approach to investing, built around the long term goals of his clients.  Jason has his CIM, Options and Insurance license. 

Outside of work Jason is involved in the fitness community and enjoys golfing.

Luigi Calabrese CIM®

Wealth Associate

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English

Lou brings with him over 15 years of investment industry experience.  Having previously worked at another major financial institution in Downtown Toronto as a Wealth Associate and more recently at a major bank as a Client Relationship Associate in the Private Wealth area.  Lou provides a high level of service by striving to deliver a legendary client experience through his ability to connect with clients in identifying their financial goals and unique circumstances.
Lou is a CIRO licensed Registered Representative. He has obtained his Chartered Investment Manager designation and is also licensed to trade options.

Our Partners

Our financial advisors | The Gorrie Group | National Bank Financial - Wealth Management
Photo of Matthew Pickerin, Mortgage Development Manager.

Matthew Pickering

Mortgage Development Manager

National Bank of Canada 

Matthew is a residential mortgage specialist. He carefully crafts deals that are ideal for real estate investors and their rental house portfolios. He also specializes in personal banking and helping people manage their debt better.

Our financial advisors | The Gorrie Group | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning2

National Bank of Canada
 

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

Contact us

Get contact information for our team members and find out where our offices are.