David Jaager, BA, CIM, FCSI
Vice President, Investment Advisor
David Jaager and his team of investment professionals are based out of New Wesminster, B.C. Together we provide a myriad of wealth management services to our clients that include such services as Portfolio Management, Will and Estate Planning, and Financial Planning. Our team, together with our in-house experts, help provide these services to our high net worth clients in conjunction with our clients' lawyers, accountants, or other professionals.
David and team focus on long-term investment solutions that are tailored to our individual clients. Our clients are typically conservative in nature, want a mixture of growth, income, and/or preservation of capital, and in short, want to be able to sleep at night. We deal mainly with individuals and business owners that are in the latter stages of their work lives, and/or have just retired. We pride ourselves on developing relationships with not only our existing clients, but also our clients' adult children or the "next generation."
To learn more about our team and the full suite of services we offer, I invite you to click on the tabs entitled "Meet the Team," "Service Commitment" and "What's In It For Me." We are here to serve you. Please contact us if you have any questions.