Jake Sheehan, CLU, FEA

Advisor, Life Design Systems

Jake works alongside his father, Joe Sheehan, as they work with affluent Canadians who are challenged by the burgeoning complexity of trying to integrate insurance, investment, tax, estate and retirement planning. They believe their clients need new tools for navigating this environment on their own and in conjunction with their key advisors. Their goal is to clarify what the current equation is, provide a learning platform to model future scenarios and then help everyone involved to make a decision and get back to the things they enjoy doing.

He brings a strong analytical perspective to the Life Design Systems team. Jake developed a unique financial modeling system that gives our clients the ability to see their current situation from a new perspective and to simulate potential life scenarios. Using a visual narrative, they are able to convey complex structures and foster a deeper level of understanding for their clients and professionals.

Jake attended the University of Guelph and graduated from the Bachelor of Arts program in Philosophy with honours. He completed his Family Enterprise Advisor (FEA) and Chartered Life Underwriter (CLU) designations and is currently a Student Member of STEP while working on his TEP designation. He has been a CALU member since 2014.