Let me begin by putting first things first – that's you. My clients know through experience that they are my priority.
Working together, I'll help create a map to success, however you define it. We'll map how to put your money to work and how to protect your principal. When outside influences tempt your money decisions, we'll refer to the map to find the course of action in your best interest.
I've spent 17 years in financial services and today help clients with tax guidance and estate considerations, cash management, investment and retirement planning, and risk assessment. To enhance my knowledge and service, I've earned the professional designations of CFP®, FMA, FCSI®, and CIM®. Having completed all prerequisites for the CIWM, I am now awaiting the exam.
In my practice, I help those working toward a secure retirement, those looking to protect their families' futures, multi-generational families and business owners. I'm readily available when you need me, as my clients during the 2008 recession can attest. Knowing that a 702-point market drop in a single day meant they would need me to guide and reassure them, I flew home early from a trip to Korea.
I'm an avid cook and gardener. I pickle and preserve things, smoke things, make cheese and cook foods from around the world. I have 150+ bottles of hot sauce in my pantry, many that I've made from some of the 60 or so hot pepper plants that I grow every year. I also grow various other fruits, vegetables and what my seven-year-old and I call our salad bar – spinach, arugula, lettuce, kale and mescluns. I try to source locally what I can't grow myself.
After spending most of my life on Vancouver Island, I recently moved to the Lower Mainland. My fiancé and I are looking for a home large enough for our blended family (two boys, a girl, a golden retriever and a cat) and of course, a garden.
I am looking forward to continuing to serve clients throughout Vancouver Island and the Mainland, and would love to be on your team!
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Socially Conscious Investing
My Personal Interests
- Culinary Arts
- Bird Watching
- Community Outreach
Phone NumberJeremy V Kimm at (604) 466-1279
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More