Jason Probe attended University in Regina where he graduated with a double major in Political Science and Sociology. Shortly after graduation, Jason was offered the position of Group Specialist with a Canadian based Insurance carrier and was based in Regina, Saskatchewan until 1998. After a successful term in Saskatchewan, Jason moved out west to Calgary to enhance his career by accepting an Account Executive position with another carrier, where he was responsible for the Alberta region. During his time, Jason was continually successful in exceeding his targets. Due to this success, he was given the added responsibility of also handling the Pension/RRSP accounts. Although Jason enjoyed his work on the carrier side, his entrepreneurial drive led him to consulting in 2001. Jason then opened up his own consulting firm, Navigate Financial Group Ltd. in early 2002.
Jason’s capabilities due to having worked on both the technical and consulting side of this industry have proven to be extremely valuable to our clients. His ability to effectively evaluate benefit renewals and handle any negotiations required ensures a fair and just renewal every time for our clients. His experience coupled with his logical thought process allows him to readily identify and solve problems within the structure and tax effectiveness of both employee benefits plans and pension/group retirement programs.
Jason’s understanding of Administrative Services Only (ASO) or Refund/Retention Accounting plans and his ability to present the complexities of this option in a logical manner enables our clients to make a more informed decision when contemplating these types of plans. For any who have made the move, they have been rewarded with significant savings!
In January, 2004, Jason expanded operations by providing local representation in Edmonton, Alberta. While Jason is based out of Calgary, he oversees the offices in both cities.
Since inception, Navigate Financial Group Ltd. has enjoyed much success. This success is due to the team that Jason has cultivated over the years, a team that is knowledgeable, has integrity, and is customer focused.