MaximizeYour Life’s Work.
Providing unbiased, fee-based financial planning so you, your family and business are well planned for.
About usHelping business families with your life goals through our unbiased, fee-for-service financial planning approach.
Leading with heart and helping you view your financial planning holistically.
Everything we do, we do because we believe in helping you realize and maximize the wealth you’ve created so you and your family have the freedom to live a fulfilling life—both within and beyond your business.
Our holistic, independent, fee-based financial planning approach is how we strategically make the most of your life’s work in order to build a secure future for you and your family. Our team provides you with the unbiased guidance you need to navigate the intricate areas of family, wealth, and business, always ensuring that you receive unparalleled personalized service.
We know the challenges inherent in building and transitioning a family business, which is why we go beyond business considerations. The entire Three60 team understands that there’s more to your concerns than just the business itself; there’s a deep care for your family, and also your employees and their families that rely so heavily on you.
Our teamA look behind the business.
CFP, CLU, TEP
Founder of Three60 Wealth
Director of Advanced Planning
Starting his career in financial services in 2001, Jason learned the ropes quickly but also learned this: the industry model of putting products before advice was not something he could get behind. So, in 2011, Jason founded Three60 Wealth, setting out to do business authentically, where people were the focus.
With unwavering levels of integrity, Jason is focused and driven to make a difference in the industry and in the lives of each and every client he serves. His commitment to embracing change is reflected in how Three60 operates—Jason is always striving to find innovative ways to serve the business families Three60 works with. Everything he does centres around providing value.
Jason lives a fulfilling life outside of work, spending his time being active with his wife and their children, and on his many personal activities.
CFP, CLU, TEP
Wealth & Estate Planner
Joining the financial service industry in 2006, Stephanie quickly found her niche in financial planning. Her ability to form strong relationships with clients makes Stephanie an invaluable asset to Three60, and all our clients who benefit from her insight and understanding.
Driven to create prosperity for clients, Stephanie is dedicated to elevating the experience of each Three60 client. She continually creates unique and strategic wealth plans for all her clients, setting them up for long-term success.
Outside of the office, Stephanie can be found in the mountains year-round, adventuring with her husband and her huskies!
Client Services Associate/Administrative Assistant
Roma has many years of experience providing exceptional customer service as an administrative assistant and applying her education in business, with a major in finance.
Her past experience in human resources is an asset to the Three60 team, and Roma’s positive attitude helps fortify our team environment. She always brings a smile, no matter what challenges lie ahead.
In her personal time, Roma enjoys many family gatherings and spending time in nature with her husband and their daughter.
We believe that by planning with heart, passion, and drive, we can help business owners like you maximize your life’s work to achieve all your financial goals.
Our servicesEvaluation. Discovery. Implementation.
A Three60 Wealth Plan is the foundation—strategically created for you, integrating your specific financial and life goals through our independent fee-for-service financial planning approach.
Your business and financial achievements have created a prosperous life for you and your family. What you’ve built—what you’ve accomplished—is something to be proud of and something worth protecting. Whether it’s business succession planning, estate planning, tax planning, or retirement planning, together, we can establish a strategy that strengthens your business and maximizes your life’s work.
It’s so comforting to know that in the event of a health concern affecting my dad or any unforeseen event, I can reach out to the team at Three60 Wealth for help. They know our business like they’re one of us and genuinely care about both our business and our family. Working with Three60 has added value to our machine shop and to our family, and it’s because of them we feel so secure.
Three60 Wealth took the time to really understand our financial goals, then together we built a plan to get us there. Our partnership with Three60 keeps us on track to achieving our goals and provides the peace of mind we are looking for.Alicia Cheslock
Working with Three60 Wealth has been a very personal experience, with their team reviewing all parts of our lives: everything from our business to our investments, finances, expenses, and family. They got so involved, understanding all the details, and created a plan that reflects where we are, and where we want to go. They told us what we could afford to do, gave recommendations for what we should do, and helped us plan for the future.All Track Inc
If we didn’t have Three60 helping us with our planning we would just be rolling along and not doing the things we need to do to reach our financial goalsBev Busslinger
I was never involved in the financial side of the business, and when we engaged Three60 Wealth, I was resistant. The idea of meeting with them once was more than enough for me, but after actually meeting their team, things changed. They made me feel comfortable and had a way of explaining things that made me want to get involved. Now, everything makes sense and we have a well-organized system that makes me feel confident.
Before working with Three60, my planning decisions started with “I think…” and “I hope…”. Working with Three60 has given me confidence in my financial choices.Ruth Gereluk
In working with Three60, Jason was able to identify and address a number of holes in our business planning that we otherwise wouldn’t have been aware of. We are further ahead today, because of Three60.Dean Corney – McLean Lumber
Three60 Wealth & Estate Solutions took the time to thoroughly understand our personal and business goals and objectives before creating an action plan for us. Identifying planning opportunities, pointing out concerns and making introductions to other qualified advisors all the while quarterbacking the whole process brought comfort in knowing that Three60 has our best interest at heart. We are now on the right path to achieve our estate and succession goals. The process that we’ve been through has been great.The Labossiere Family – Master Built Mechanical Contracting Ltd.
Three60 Wealth & Estate Solutions Inc. has been very beneficial to our company. Among other things, they were instrumental in coordinating the drafting of a shareholder’s agreement for our growing company. While working with the lawyer, Three60 walked us through the process from beginning to end; always there to make sure we understood the various provisions within the agreement and to answer any of the many questions we had. We consider Three60 Wealth & Estate Solutions Inc. a valuable resource to our company.