Jake Sheehan, CLU, works alongside his father, Joe Sheehan at Life Design Systems, as they advise business owners and professionals who are challenged by the burgeoning complexity of trying to integrate insurance, investment, tax, estate and retirement planning. Jake brings a strong analytical perspective to the Life Design Systems team and developed a unique financial modeling system that allows clients to see their current situation from a new perspective and to simulate potential life scenarios.
Jake attended the University of Guelph and graduated from the Bachelor of Arts program in Philosophy with honours. He completed his Chartered Life Underwriter (CLU) designation and is currently a Student Member of STEP while working on his TEP designation as well as the Family Enterprise Advisor (FEA) program. He has been a CALU member since 2014.