Jared D Kubbernus

I'm competitive by nature; I like to win. So, when I work with clients, I'm driven to do everything in my power to help protect their money and reach every single one of their goals.

Here's what that means for my clients – I'm here for you. First of all, I'm literally here. I have my personal cell number on my business card and I have no problem working evening or weekends. I'm here working with your portfolio, recommending the best high-quality investments for your situation (using the research from our team of dedicated analysts in the home office) and monitoring our progress. And I'm here for the long-term to help keep you on track and celebrate the wins.

My professional background spans 14 years in management and finance. The skills that made me successful are the same ones I bring to my role as a financial advisor – client service and satisfaction, data analysis, strategic planning and leadership. It's no accident that I chose Edward Jones as my firm. I "interviewed" several firms by seeing how they treated me as a prospective client. It's here that I genuinely felt welcomed and valued. They explained how they manage people's money, how to work on my financials and what to expect for fees. I liked how comfortable I felt, and now I offer the same to my clients.

My practice is well suited to serve those in their mid-working years or nearing retirement who want to know, "how much will I need?" and "will it last?" We can answer those questions based on what you want retirement to look like and where you are now. And we'll tackle other goals you define – perhaps building up emergency savings, funding an RSP, planning for your next house or managing the competing needs of a growing family.

Since I'll want to know about you and your family, here's a little about me and mine. We're outdoor people – we golf (a lot), wakeboard (when we can), hunt, fish and snowboard. I'm a diehard Canucks fan and haven't missed a game since 1998. I have three brothers, a close-knit group of friends and my amazing wife Scotia and son Dallen, plus a Wheaten poodle and an Australian shepherd poodle.

Now I want to hear about you. Give me a call for a free consultation. I'd like to help you win.