Prince George Family Office

We take an innovative and disciplined investment approach to maximize your opportunity for wealth preservation and creation.

Full Service Wealth Management

With our family office approach, we offer a fully integrated suite of wealth management services designed to simplify complex financial decisions. By aligning your financial strategy with your personal goals, we ensure all your investment objectives are met with care and precision.

Our recommendations are guided solely by your personal investment needs. By understanding your unique situation and exploring tailored options, we provide access to a diverse range of financial products and services to help grow and protect your wealth.

Our Family Office Approach

Client-Focused

With personalized strategies tailored to your unique circumstances, our priority is to ensure every decision aligns with your vision. We strive to deliver an exceptional client experience.

Investment Expertise

We are not only passionate about investing but also qualified, we bring years of experience, certifications, and market knowledge to every client client relationship.

Accountability

We ensure accountability by providing clear, transparent updates and consistent monitoring, keeping your investment plan on track and aligned with your financial goals.

Advisory Advantage

With over a decade of industry experience and strong community ties we have access to a network of knowledgeable professionals (analysts, lawyers, accountants, insurance specialists, etc) to help you achieve your financial goals.

Integrated Solutions to Build Wealth

John and his team focus on delivering a family office approach with an abundance of resources, dedicated to you. With unique perspectives on planning and objective setting our family office environment will assist your long term wealth generation.

Discretionary Portfolio Management

We consider your investment needs and objectives, offering a portfolio management approach that incorporates both traditional and alternative asset classes to target consistent, risk-adjusted returns.

Insurance & Estate Planning

Our family office is supported by insurance advisors and estate planning specialists, providing comprehensive strategies to mitigate risks and ensure the seamless transition of your financial legacy.

Financial Planning

A plan helps set, manage and monitor your financial goals over time. We’ll help you turn your financial goals into investment objectives.

Tax Planning

Our Family Office approach collaborates with your tax advisors to structure your investments around specific tax challenges. We also provide access to tax-efficient investment accounts to maximize your after-tax returns

Prince George Family Office

At the core of our success is a team of dedicated professionals who bring a wealth of experience and expertise to every client relationship. Together, we are committed to delivering personalized solutions and building lasting relationships with our clients.

John Kason, CIM, CFP, FCSI

Portfolio Manager

As a partner of Fieldhouse and leader of the Prince George Family Office team, John works closely with clients to build long-term wealth through tailored strategies. As Fund Manager for the Enhanced Pension Plus Fund, he focuses on delivering income, diversification, and consistent results with reduced volatility.

With over 25 years of experience as a Chartered Investment Manager® and Certified Financial Planner®, John has dedicated his career to serving high-net-worth families and business owners. His defined process for portfolio construction and ability to navigate complex markets highlight his unwavering commitment to clients and their financial success.

Robyn Caron

Client Services

As team Executive Assistant, Robyn is a vital connection between Fieldhouse clients and the investment team. Her approachable, detail-oriented style ensures seamless communication and a client experience that is both efficient and personalized.

With over 20 years in financial services, Robyn brings a strong background in process management and client support. Her dedication to understanding clients’ needs and delivering exceptional service makes her an integral part of the Fieldhouse team, fostering trust and confidence at every step.

Koltin Chasse, CIM

Associate Portfolio Manager

As Associate Portfolio Manager, Koltin combines his expertise in investments with a client-first approach to ensure portfolios align with individual goals. His structured, disciplined process delivers tailored investment solutions designed to provide attractive risk-adjusted returns and manage volatility effectively.

Koltin is a Chartered Investment Manager with a solid foundation in global capital market research and compliance. His deep understanding of portfolio management and investment strategies allows him to create custom solutions that target lower correlation and reduced volatility to meet clients’ diverse needs.

PG Family Office

Prince George