Jason J. Trueman CFA®
When Jason Trueman began his career as an insurance underwriter with Chubb Insurance, he saw firsthand why companies with unique and highly desired products and services were good long-term investments. His financial acumen and ability to help clients protect and grow their capital, coupled with his client-first approach, ultimately translated into a thriving career as a private wealth management advisor.
“My desire to use my knowledge and experience to help families and individuals prosper led me to private wealth management,” says Jason “In joining the Newport Private Wealth team, I am fulfilling a goal to be part of a best-in-class team that places equal importance on holistic private wealth planning and personalised service.”
From Chubb, Jason followed the sun to his next role. Never a fan of Ontario’s cold winters, Jason took an opportunity with AIG in Bermuda as the company’s Senior Vice President and Managing Director. It was the perfect place to start a family and to broaden his international experience. By the time his daughter was ready to start school, they moved back home to Kingston, where he continued his career in the private wealth management industry. Jason has a network that stretches across Canada.
In addition to building a library of investment, planning, tax and estate courses, Jason got his Bachelor of Commerce from Queen’s University and is a CFA. An active member of the community, Jason leads a dedicated group of volunteers to run the annual Kingston Kids Triathlon. A triathlete himself, Jason admits his two kids are far more athletic than he is, although he managed to keep up with them on a recent trip to the Great Barrier Reef, where they got their scuba certifications. When he’s not spending time with his children, helping clients or involved in the community, Jason can be found enjoying nature, reading and working on his tractor.