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Jared Kubbernus, Financial Advisor

FINANCIAL ADVISOR
Jared D Kubbernus

3048 Skaha Lake Road, Penticton, BC V2A 7H2opens in a new window
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Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Wealth protection strategies

About Jared

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...

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(250) 492-3370

Fax

(877) 479-6120

Office Address

3048 Skaha Lake Road
Penticton, BC V2A 7H2opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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