Whatever your stage in life, you need confidence that you are ready for anything that comes your way. We work with you to develop a financial plan that is unique to your individual goals and needs so that you have peace of mind knowing that all of your financial affairs are in order.
I have been helping clients reach their financial goals and objectives since 2004. I enjoy working with clients who seek advice on wealth accumulation and protection, tax planning, retirement income planning, and estate planning. While using a disciplined and detailed approach to comprehensive financial planning, I create long-term relationships with clients built upon trust.
Enjoying life's simple pleasures is what I love – developing and building deeper relationships, trying new foods! Another passion I enjoy is exploring and experiencing the world with my family.
Jeremiah is a licensed life and accident / sickness agent in BC, AB, MB, ON. He also is a registered investment advisor (mutual funds) in BC, AB, MB, ON