If you are a Montrusco Bolton client, you may access your usual client page, here.
To access your client account via Investortrax, please click here.
Jason Szczepkowski is a Client Servicing Officer at Montrusco Bolton Investments Inc. Prior to joining MBI in 2017, Jason worked as an Associate Director at RBC Investor and Treasury Services. Prior to that, he managed clients relations at GE Asset Management and State Street Global Advisors for nearly 15 years. Jason holds a bachelor in Commerce from McGill University with a major in marketing and a minor in psychology. He also holds the Chartered Investment Manager (CIM) designation.