Our Team

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Jason Quick, CFP®

Jason is the founder of Trent Valley Wealth (Formerly Kawartha Financial Planning), established in 2013, and has over 30 years of experience in financial advising. He works with individuals, families, and business owners to provide clear, practical guidance and long-term financial strategies.

Founder, Trent Valley Wealth

Registered with Investia Financial Inc.

Tommy Quick

Tommy is a Financial Advisor at Trent Valley Wealth and a Western University Business Management graduate specializing in Finance. He is licensed in both investment and insurance services and works with clients to provide straightforward, personalized guidance. He is currently working toward his CFP® designation.

Financial Advisor

Registered with Investia Financial Inc.

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Administrative Assistant

Kelly Hoggart

Kelly has been working with Jason for over ten years and plays a key role in supporting both the team and our clients. She is approachable, organized, and friendly, and is always available to assist with any questions or day-to-day needs.