Jason Senio: An Accomplished Investment Management Professional

Jason Senio brings over 27 years of expertise in Advanced Portfolio Management. He holds a Bachelor of Commerce degree in Finance from the University of Alberta and is a designated Financial Management Advisor (FMA), boasting both strong academic credentials and extensive practical experience. Based in Edmonton, Alberta, Jason is also a proud father of two wonderful children, finding immense joy in being a hockey dad and an avid hockey fan. Jason supports and sponsors many charities and organizations like the Stollery Children’s Hospital Foundation, MS Society of Canada and The Steadward Centre.

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Commitment to Client Success

Leading a dedicated team, Jason prioritizes trust-building by deeply understanding clients' needs and proactively implementing growth and preservation strategies. The team's primary objective is to achieve consistent and low-risk capital growth for clients through customized, comprehensive portfolio and wealth management solutions. These tailored solutions cater to the unique requirements of affluent clients, corporations, institutions, and non-profit organizations, and encompass:

• Advanced Portfolio Construction and Management
• Retirement Planning
• Insurance and Succession Planning
• Estate Planning
• Tax Planning

Innovative Investment Solutions

Jason Senio consistently meets diverse client needs by combining his unwavering dedication to bespoke financial solutions, exceptional service, and tailored advice with the integration of his proprietary Modern Portfolio Optimization strategy. Serving high-net-worth clients, corporations, and non-profit organizations, Jason's team offers flexible sector and industry weighting guidelines to ensure a well-diversified portfolio.

By synthesizing internal and external research, Jason's team provides unbiased guidance for capital preservation and consistent growth. This client- centric approach addresses each investor's unique needs and goals, making Senio Wealth Management an ideal choice for customized, results-driven investment experiences that inspire confidence and trust.

Commitment to Excellence

Jason Senio and his team at Senio Wealth Management Group are committed to delivering outstanding results and peace of mind. They achieve this by offering meticulously optimized portfolios and customized services tailored to each client's unique needs. The team's integration of Modern Portfolio Optimization and personalized strategies ensures an investment experience that aligns perfectly with individual client goals and preferences. Their dedication to excellence and unwavering commitment to client satisfaction set them apart in the industry.