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Jason Primeau on Building Wealth with Purpose
Manage episode 479839220 series 3449140
Podcast Episode Title:
"Jason Primeau on Building Wealth with Purpose"
Summary:
Jason Primeau, co-founder of Spectre Financial, talks about financial literacy, mindset, and the power of purpose-driven advising. From personal transformation to building a thriving financial services firm, Jason shares honest lessons and practical strategies for managing money and helping others along the way.
Timestamps:
[00:00:00] Introduction: Garret introduces Jason Primeau and outlines the episode’s focus on financial literacy, entrepreneurship, and personal growth.
[00:10:00] Jason’s Origin Story & Financial Awakening: Jason shares his early life growing up with a single mom, his first experiences in sales and insurance, and the turning point that reshaped his financial priorities.
[00:25:30] The Power of Partnership & Purpose: Jason reflects on teaming up with business partner Sean, building Spectre Financial, and the emotional impact of providing financial clarity to everyday Canadians.
[00:35:45] Transforming Financial Conversations: Jason breaks down how their consultative, education-first model is helping clients—from 20-somethings to retirees—achieve peace of mind and long-term financial success.
[00:55:00] Key Takeaways: Four Rules of Financial Literacy & Mindset for Success - Jason distills his experience into four essential rules for financial literacy and offers powerful insights on mindset, responsibility, and living without regret.
About the Guest Jason Primeau:
Jason Primeau is the co-founder of Spectre Financial, a firm focused on bridging the gap in financial education for Canadians. With over two decades in the insurance and financial services space, Jason blends his entrepreneurial drive with a deep commitment to helping clients improve their financial well-being. He is a multi-year Million Dollar Round Table qualifier and passionate about creating real change in people’s lives.
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