Jason Mizak is a seasoned professional in the financial planning industry, with over 27 years of experience in helping clients achieve their financial goals. A Certified Financial Planner (CFP) since 2000, Jason has advanced experience in financial planning, tax strategies, estate planning, insurance, investments, retirement, and wealth accumulation. This comprehensive knowledge means he can deliver an equally comprehensive experience to his clients.
Over the course of his career, Jason has held key roles at Investors Group and FundEx/Investia. He now serves as a Wealth Planner at Optimize Wealth Management, where his dedication to delivering exceptional service has earned him the trust and confidence of his clients.
Outside of work, Jason is a two-time Canadian National BMX champion, and a record-setting athlete in track and field. He represented Manitoba at the Canadian Summer Games, competed on the University of Manitoba track and field team, and played rugby for Manitoba across several age categories.
Jason also enjoys hiking, mountain biking, travelling and collecting comics. He takes great pride in the strong relationships he has built with his clients. His personal philosophy is to strive to always serve as a valuable resource to his clients.