As a private wealth consultant, Jacob is committed to helping Investment Counsellors provide comprehensive, personalized planning to high-net-worth clients. With a background in financial planning, investment management, and team leadership, Jacob brings extensive experience working with individuals, families, business owners, and foundations.

Before joining Manulife Private Wealth, Jacob held senior roles at various financial institutions, including as a financial planner at Edward Jones and associate portfolio manager and financial planner at RBC Dominion Securities. Jacob is skilled in risk management, estate planning, and tax and retirement planning, and is known for his collaborative, client-focused approach.

Jacob holds a Bachelor of Business Administration in Finance from the American University of Technology and a Financial Planning Services Certificate from Conestoga College. He’s a Personal Financial Planner (PFP^®) and a Chartered Investment Manager (CIM^®).