Associate Investment Counsellor
Joined QV Date
“Money may not be the most important thing in life, but it requires professional attention. I want people to feel confident their wealth is being managed by competent people who genuinely care.”
Jesse brings nearly 20 years of experience as an investment counsellor to high-net-worth families. With extensive financial planning experience, he focuses on understanding people’s goals and developing personalized wealth management strategies. His approach emphasizes the importance of honest and open communication. He believes a thorough understanding of what is truly important to each client and their family is essential to long-term success.
Jesse lives on an acreage south of Calgary with his wife, two teenage daughters, two horses, two cats and a black lab named Jax. He can be found hiking in the mountains and is a self-proclaimed ‘coffee nerd’.