In January 2020, Jay joined the Strategic Private Wealth Counsel team at Harbourfront Wealth Management bringing with him 15 years of Wealth Management experience as a tenured Associate and Advisor.
Prior to joining Harbourfront to expand on the product and service offerings available to his clients, Jay worked at another independent Canadian investment dealer; Aligned Capital Partners after moving from National Bank Financial who acquired the business of HSBC Securities in 2011. Jay’s inspiration for becoming a Financial Advisor was his interest in deeply getting to know people and to positively impact their lives.
He enjoys building collaborative relationships with clients, many of which span decades and generations. A big believer in lifelong learning and industry education Jay is a graduate of the Business Admin program at Okanagan College. He also maintains the Chartered Investment Manager (CIM) and the Qualified Associate Financial Planner (QAFP) designations. Specializing in serving pre retirees; including working professionals, business owners and farm families Jay helps clients make more confident financial decisions; allowing them more time to spend enjoying what they value most in life.
In his free time you can usually find him on the golf course or enjoying the amazing Okanagan lifestyle with his spouse Kristy and daughter Brinley.