Jason has over 20 years of invaluable customer service experience, including 6+ years serving clients in the wealth and financial planning sector. Jason holds his Chartered Investment Manager (CIM) designation and is fluent in Cantonese and Mandarin.

Jason's diverse background includes working in aviation, trucking, and the funeral business, enhancing his understanding of diverse business dynamics and customer needs. Outside of his professional endeavors, Jason is a passionate explorer and travel enthusiast, having spent a transformative year in Japan through an exchange program. He also has a long-standing passion for badminton. Jason is known for his friendly and approachable demeanor, and he looks forward to fostering genuine connections with Forthlane’s clients.