The Team

Originally born in Wawa, Ontario, Jason experienced a diverse upbringing, living as far north as Yukon and British Columbia before his family settled in Windsor. He spent most of his life in Belle River and fondly considers it his hometown. Attending eight different grade schools naturally shaped his robust communication skills, enabling him to connect easily with Clients and help them feel comfortable—an essential quality in the often overwhelming world of financial planning.
Jason is a dedicated financial services professional with a rich background in manufacturing.

Before joining Sun Life, he spent over a decade in the tool and mould industry, honing his skills within the engineering department. In 2006, Jason transitioned to the financial services sector, where he has since built a successful career by leveraging his engineering background, exceptional communication, and organizational skills.

The untimely loss of his father at a young age profoundly shaped Jason's perspective on the importance of family protection and financial security. This personal experience drives his passion for assisting Clients in safeguarding their loved ones through careful planning. Whether working with families, business owners, or professionals, Jason prioritizes understanding each Client's unique needs and managing their financial risks and expectations. Jason lives in Belle River with his wife, Dee, and their two children, Ethan and Ella. He enjoys golfing, exercising, boating, and fishing. Jason actively supports various charities and community groups, recognizing the vital role these organizations play in helping families during challenging times. Jason's commitment to his Clients and community highlights his belief in the importance of compassion and support.

With over 25 years of experience in the financial services industry, Brian is the Managing Partner of TheWorks Financial Solutions, where he leads with a strong focus on integrity and a Client-first philosophy. Prior to entering the financial sector, he proudly served in the Canadian Armed Forces, an experience that shaped his discipline, resilience, and a deep commitment to service.

Recognized as an expert in his field, Brian specializes in comprehensive wealth management, risk management, and developing complex, tax-efficient strategies tailored specifically for business owners. His expertise also extends to corporate tax planning and retirement planning, offering Clients customized solutions that align with their long-term goals. What truly sets Brian apart is his ability to connect with Clients. He has a unique gift for building trust and creating a sense of comfort that fosters open, meaningful communication. Clients often say that working with Brian feels less like a transaction and more like a trusted partnership, one grounded in empathy, transparency, and genuine care.

Outside of his professional life, Brian enjoys traveling, playing hockey, golfing, and long-distance running. He has successfully competed in several half and full marathons. He is proudly married to his wife, Randi, and together they enjoy life with their three children—Max, Ava, and Ruby.

Karen brings a diverse background and a wealth of industry knowledge to the team. Her financial services career began in the banking industry. This gave her the experience to connect with a variety of Clients and understand their unique situations. She greatly values building meaningful relationships with you and providing personalized guidance. Whether it’s helping protect a family’s future or problem-solving to achieve financial goals, she is committed to
making a positive impact on her Clients’ long-term success.

In addition to her professional background, Karen holds a diploma in Sign Language, which enhances her ability to connect with Clients and better understand their specific needs.

Outside of work, Karen is married with two children and lives in Tecumseh. She enjoys spending
time with family, especially staying active with her children.

Jim is dedicated to helping his Clients make informed decisions to help them achieve their financial goals. With over 30 years of experience in financial services, Jim is proud of the long-lasting relationships he has built with Clients. Regardless of age, occupation, income, or background, he is always focused on your best interests.
Jim holds a B.A. in Economics from Wilfrid Laurier University and a B.A. in Education from Brock University. He also earned his Certified Financial Planner (CFP) designation in 2000.
His background in education allows him to provide holistic advice that can be applied throughout your journey. Jim prioritizes simplifying every step of the investing process so that you can feel
confident in your financial strategy. Outside of work, Jim is an avid endurance athlete who enjoys running marathons and competing in triathlons. He also values quality time with family and friends and has a passion for live sports and music events.

Kim brings over 15 years of experience in the financial services industry and plays a key leadership role within the firm. She oversees operations, marketing, and compliance, while also leading the administrative support team. Kim is committed to continuous improvement in an ever-changing environment and takes pride in delivering an exceptional Client experience through efficient processes and seamless planning. Kim lives in Windsor with her husband and two daughters, and enjoys spending time with family and friends, traveling, and biking.

Christine offers over 15 years of experience in financial services. As the first person you see when entering TheWorks office, she is always ready to greet Clients with a warm welcome.
Christine excels at delivering exceptional Client service, with expertise in administrative support,
Client relationship management, and assisting the advisor team. She lives in Belle River with her husband and son. In her spare time, she enjoys traveling, cooking, and being involved in her
son’s sports.

Jessica joined TheWorks in 2020 and brought over 15 years of financial service industry experience to the team. Before joining, she worked in the banking sector. Jessica provides detailed administrative support to the advisory team and thoughtful assistance to all of our Clients. She navigates her high volume of work with masterful multitasking, meticulous organization, and careful attention to detail.
Jessica lives in Essex with her husband Adam and three children. She loves participating in her children’s sports as a board member and manager of several travel teams. Jessica and her family enjoy sharing quality family time outdoors.

As an Advisor Assistant Jessica focuses on providing excellent customer service to Clients. Her experience in human resources and customer service in the financial industry strengthens the team. She is always excited to work with you and collaborate to find the best solutions for your goals.

Jessica loves traveling with her family to experience new cultures and cuisines.

With over 20 years of experience in customer service, Jocelyn is passionate about
building relationships and providing professional service. She takes great pride in contributing to Client satisfaction - she is committed to providing Clients with peace of mind. Jocelyn excels at supporting the advisory team and is a problem solver by nature.
Jocelyn lives in Windsor with her family. She loves traveling, reading, gardening, and spending time with friends and family.

Daniela offers over five years of experience serving Clients in the financial industry. She prioritizes clear communication and has a deep passion for helping each Client. Fluent in English, Macedonian, Serbian, and Croatian, she prides herself on being able to connect with a diverse range of Clients and colleagues.
Daniela lives in Windsor with her husband and two children. She loves traveling and spending quality time with her family.