Jason Montgomery has worked in the financial services industry since 2006, and became a CERTIFIED FINANCIAL PLANNER® Professional in 2013. Jason started DTR Financial in 2017 to change the way people he knows and cares about approach their wealth management. Many people he knows have financial products like insurance, RRSPs, RESPs, etc., but don't fully understand why and what these products are doing for them. Jason is now dedicated to educating and ensuring his peers have created a successful wealth management plan and can be financially successful well into the future.