With over 25 years of experience in the financial services industry, Polsinelli has a unique take on wealth — considering a signicant portion of his life has been spent working with it.

Wealth is a multi-faceted and a complex subject for every individual. Your financial goals, both short-term and long-term, require intricate planning in order to meet each of your goals and objectives. Jason Polsinelli, of the Polsinelli Financial Advisory Group at Scotia Wealth Management, has never believed that wealth is just monetary.

Polsinelli has more than 25 years of experience in the financial services industry. Recognized as an industry leader in Canada, he provides an extensive list of services available to affluent families, corporate treasuries, business owners and health-care professionals. His education includes an equally impressive list of attendance: he has an honours bachelor’s degree from York University and a master’s degree from Dalhousie University, all while also accumulating significant specializations from the Richmond School of Commerce, the Institute of Canadian Bankers, the Academy of Financial Divorce Specialists and the Canadian Securities Institute.

It feels only right that Polsinelli has a unique take on wealth as a dedicated career path. Upon being asked about what part of the wealth-management field he loves, he answers humbly, “Wealth Management is about helping people, and I am passionate about providing assistance and guidance to people to help them solve any challenges they face with their wealth management.” True to his sentiments, Polsinelli has a long history of doing just that: helping people and solving issues. He also has a dedicated history of volunteer and charity work to complement his financial-advisory experience. Polsinelli has been involved with a number of grassroots organizations and taken on different roles with each of them.

Want one testament to his many grassroots humanitarian compassions? We need only look toward his actions during the pandemic. “I, along with a good friend of mine, Romina, we built the Vaughan Together platform to provide lunches and meals and care packages to the long-term residences in Vaughan for that pandemic period that was a really hard hit for them between April to June of 2020.” He continues, describing his need to help, but not knowing how. “I didn’t know how to help because you couldn’t go near [the residents or the attendants]. They were in lockdown. So, in what way could I make it easier?” Most of the attendants were not sleeping or eating, some couldn’t even go home for risk of cross-contamination between their families and their work. “We contacted five residences over time and ended up funding their meals,” he concludes. “Some were for a full week, some were at different times, [and then] other people started seeing the action … [and] other charities got involved, too. It was a full gamut of help during that time period.”

“You Learn Over Time That Helping People With The Means To Enjoy The Experiences In Life, That’s The Greatest Amount Of Wealth”

Polsinelli clearly has a long-standing relationship with the people of his community. He has prioritized and advocated for his municipality and its betterment for years. It is in that compassion that he has found wealth beyond finance. He lays it out plainly for us, saying, “You learn over time that helping people with the means to enjoy the experiences in life, that’s the greatest amount of wealth.”

You may be prompted to wonder about his compassion for his clients at this point, since there is such a clear humanitarian within his DNA. Coming out of a family of (award-winning) hair stylists, Polsinelli adopted the best parts of that service world and combined it with his own advisory interests. He didn’t start out wanting to go into wealth management, but instead wanted to be a lawyer. He believes, though, that “[he] ended up in the right position. I have evolved from banking to investment advice to financial planning to delivering bespoke total wealth planning and wealth management.” For his day-to-day work, he is the first point of contact and needs to be well versed in many disciplines for every client who comes to him. He has experience with providing guidance to the needs of a diverse subset of clients, both individuals and corporate, from wills, trusts and estate planning, advanced retirement insurance, banking, finance and portfolio management; he has, on different occasions, even provided emotional support for some of his clients during difficult times. “In this field, you have to present a real sense of calmness,” he explains, “and let people know that we’ll solve current and future issues … and everything will be fine.”

Polsinelli Financial Advisory Group has grown significantly since 2019. A portion of this growth has come, clearly, from the pandemic, with people wanting to be prepared for any eventuality, but the other portion of this growth has, no doubt, come from Polsinelli himself. Anyone can just Google his name and you will see a host of accolades and achievements. He believes that “if you’re happy with what you [do], it’s making the world a better place,” and we agree with him. After all, “wealth is not just monetary; it is many different things.”

Polsinelli Financial Advisory Group is a personal trade name of Jason Polsinelli. ®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. For more information, visit www.scotiawealthmanagement.com