Jason Castelli, CFA® Senior Portfolio Manager

Jason is a partner with the Cadence Financial Group and the team’s Investment Strategist located in Toronto. Jason started his career in multinational investment banking and financial services, progressing to a Canadian bank-owned brokerage before moving to Raymond James Ltd. in 2015. Jason’s experience and expertise primarily lies in understanding macro trends, identifying market opportunities and reflecting his views and strategies within an appropriately diversified portfolio. As Vice President, Head of Investment Strategy at Raymond James Ltd., Jason was the chair of the Investment Advisory Strategy Group, responsible for setting the firm’s long-term strategic view on both capital markets and asset allocation. In that role, Jason also focused on providing Raymond James Ltd. financial advisors and their clients with market insights, actionable investment strategies, security recommendations and portfolio strategies. As a registered Portfolio Manager (PM) and the lead manager for the Raymond James Ltd. Canadian Income mandate, he successfully implemented a disciplined investment approach leveraging quantitative, fundamental and technical analysis. Over the period he oversaw the mandate, it achieved a top-quartile ranking 3 out of 5 years. In March 2021, Jason joined the Cadence Financial Group as part of a natural progression in his career; he is passionate about the markets and helping individuals. Joining Cadence allows him to focus on what he loves -- delivering market insights and strategies to achieve clients’ financial objectives.

Industry expertise is crucial to Jason. He holds a Chartered Financial Analyst (CFA) and Canadian Investment Manager (CIM) designation, and has completed numerous securities courses focused on wealth management, investment strategies, and derivatives. Jason also holds a Bachelor of Arts from the University of Western Ontario.

Outside of work, Jason is passionate about golf, picking up the game at the young age of 10, playing in numerous events both in Canada and the U.S., and also at the collegiate level. Jason is passionate about giving back to the game and is actively involved at his Toronto home course on the golf committee to support and encourage junior golf development. Jason is a devoted family man; he and his wife are kept busy with their two sons’ demanding hockey schedules and academic activities.