Jason is the President and CEO of Bridge Advisory Incorporated. He began his professional career as a junior executive in the manufacturing sector in 2004, then transitioned to the financial sector as a financial advisor for a Canadian IIROC firm in 2007. In 2008 Jason was introduced to the Canadian Private Capital Markets and has worked in a variety of sales, marketing, and educational roles ever since, leading to the eventual founding of Bridge Advisory in 2019.
Jason Thomsen is a Private Investment Specialist with Rethink and Diversify Securities, an Exempt Market Dealer registered in the Provinces of Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, Prince Edward Island, New Brunswick, Nova Scotia, and Quebec.
Saralyn is the COO of Bridge Advisory Incorporated and an experienced small business specialist. For over a decade, she has worked to identify and resolve inefficiencies and redundancies that affect the day-to-day operations of companies across Alberta. Saralyn's direct experience in the Finance, Service & Hospitality, and Event & Entertainment industries allows her to quickly identify problem areas, and to establish new and improved systems and best-practices for her clients.
In 2016 Saralyn was first introduced to the Private Capital Markets in Canada through her role of building out operational procedures and fostering advisor/client relationships with an Exempt Market wholesaling firm. This ultimately led her to co-found Bridge Advisory Incorporated with Jason Thomsen. A firm created with integrity, transparency, and education in mind.
Saralyn Leopatra is also a Private Investment Specialist with Rethink and Diversify Securities, an Exempt Market Dealer registered in the Provinces of Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, Prince Edward Island, New Brunswick, Nova Scotia, and Quebec. Her empathy and intuitive understanding of client goals, lifestyles and objectives provides the framework for all her wealth management proposals.
