Jeremy is a well-esteemed financial advisor to private business owners across Canada. His areas of expertise include Integrated Planning, Estate Planning, Insurance Planning, Risk Management, Asset Allocation and Portfolio Management. He is active in the Vancouver business community and an alumni member of the Entrepreneurs Organization. He has successfully completed Wharton’s M&A program, and Harvard’s Private Equity and Venture Capital Program. He has been published in Harvard Business Review and has been an advisor on Enriched Academy. He is deeply passionate about working with business families to help them create better pathways to achieve desired outcomes for their family and family wealth. He spoke in 2017 at an international financial conference in Cannes, France to the top advisors in Canada about how to build a disciplined and evolved practice. He has won several awards for his work with clients at two different leading Canadian firms and has been a national leader at both. He maintains both his Chartered Life Underwriter Designation and his Chartered Investment Manager Designation and is currently working on his Chartered International Wealth Manager Designation.
Jeremy lives in Vancouver with his young daughter Scotia. He travels all over Canada working with entrepreneurs and their families. He and his daughter love to explore new countries and learn from different cultures. He is also very passionate about health and longevity.