Profile Photo
Canaccord Genuity Wealth Management
Financial Planner
May 01, 2019 3 years ago
CLU
Founding Member
Bio
Jesse has over a decade of planning experience leveraging insurance products & estate planning strategies to support clients with complex needs.
He helps successful families preserve, grow, and transfer their wealth, values, and knowledge for generations to come. Jesse holds the CLU® and
CFP® designations and is an Affiliate of the Society of Trust and Estate Practitioners (STEP).
 
He’s a creative strategist driven to understand your priorities and create clearly articulated & inspiring recommendations. Jesse is empowered by his values of security, happiness, integrity, health, and environment.
Personal Information
6046437531
Male
Vancouver
Undergraduate
Employer Information
Canaccord Genuity Wealth Management
2200-609 Granville St
Vancouver BC V7Y 1H2
Canada
6046437531
Practice Information
Financial Planner
2012
MGA
Fee Only - Flat Fee/Project Based Fee Only - Hourly Insurance Commission
STEP
Corporate Insurance Planning Estate Planning Financial Planning Insurance Planning Succession Planning