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With 27 years of experience in the financial planning industry, Jason Mizak is a seasoned professional dedicated to helping clients achieve their financial goals. A Certified Financial Planner (CFP) since 2000, Jason brings advanced financial planning expertise and extensive experience in tax strategies, estate planning, insurance, investments, retirement, and wealth accumulation. His comprehensive approach ensures that each client’s unique needs are met with tailored, effective solutions.
Jason earned a Bachelor of Physical Education from the University of Manitoba in 1993 before pursuing his CFP designation through FPIC in 1999. Over the course of his career, he has held key roles at Investors Group, FundEX/Investia, and now serves as a Wealth Planner at Optimize Wealth Management. His dedication to delivering exceptional service and advanced financial knowledge has earned him the trust and appreciation 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 & Field team, and played rugby for Manitoba across several age categories. These experiences reflect his discipline, perseverance, and drive for excellence, qualities he carries into his professional life.
Jason enjoys hiking, mountain biking, traveling, and collecting comics. He takes great pride in the strong relationships he has built with his clients, whose success and gratitude inspire him daily. His personal philosophy is to be a valuable resource to his clients, delivering superior customer service combined with advanced financial and investment expertise.
Jason’s honesty, accountability, and commitment to his clients have been the foundation of his long-standing success in the financial services industry. He strives every day to provide meaningful value and guidance, helping his clients achieve clarity, confidence, and long-term financial security.
