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Canaccord Genuity Wealth Management
Financial Planner
May 01, 2019 2 years ago
CLU
Founding Member
Bio
Jesse partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. He is a creative strategist dedicated to providing effective and customized solutions for each clients’ unique goals while making sure that his recommendations are clearly articulated and inspiring.

Jesse is a Certified Financial Planner® professional and Chartered Life Underwriter. He’s driven 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
Corporate Insurance Planning Estate Planning Financial Planning Insurance Planning SRI Succession Planning