Jake is a member of the Brandon team and works with clients to determine their financial goals, prioritize these goals appropriately, and then determine the most effective way to reach those goals based on a Financial Plan. Jake graduated from Assiniboine Community College with a diploma in Business Administration, specializing in Financial Services and has recently obtained both his Chartered Investment Manager designation, and the Qualified Associate Financial Planner certification. Prior to joining Cardinal, Jake worked with Rob Robinson at IG Private Wealth and continues to work with this team at Cardinal’s Brandon office.

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