At Pullen Wealth Management, we appreciate the ability to work with you to help you achieve your financial goals.

Jak Pullen, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

|
1-866-261-4565

Jason Forster, CFA, FMA

Associate Advisor & Financial Planner

|

Elli Looker

Associate Wealth & Investment Advisor

|

Financial Planner & Associate Wealth Advisors

Our Financial Planners are here to prepare and develop your financial plan. They will maintain your ongoing tax efficient investment strategy and liaise with all of your specialists as needed, such as lawyers, accountants and estate planners. They will realign your financial plan whenever a life event occurs such as the sale of your business, purchasing a new property, educational savings goals, and ongoing retirement planning.

Jennifer Stack

Associate Wealth Advisor & Financial Planner

|

Kristen Joubert

Associate Wealth Advisor & Financial Planner

|

Kaitlin Stuffco

Wealth Associate

|

Your client experience team

Your client experience team is your first point of contact when you call the office. They will assist you with withdrawals, deposits, charitable donations and contributions. They will book your review meetings and will greet you when you come to the office. They are available for any of your day to day requests including navigating our online platform.

 

April Bedard Smith

Associate

|

Jennine Neufeld

Associate

|

Your trading team

Your trading team will process all trading in your account to align with your customized investment parameters. They will answer tax reporting related questions and provide you or your tax advisor with electronic tax slips as needed. They will provide corporate year end reporting and be the point of contact for any estate administrative requirements.

Colin Pullen

Associate

|

Advisor

Russell Sitek

Associate