OUR TEAM
OUR CULTURE
Jake Nemec, CIM, FCSI, CFP
Investment Advisor
What I Do For You
STEP 1: GET TO KNOW EACH OTHER. You share your current financial situation, needs, and wants. I share the systems and solutions I can offer. (Schedule that conversation here.)
STEP 2: PINPOINT YOUR GOALS. Here we look at your investment experience and risk tolerance, along with your personal and professional priorities.
STEP 3: ARE YOU HEADED IN THE RIGHT DIRECTION? Is your current plan going to get you where you want to go? We’ll consider the advantages and disadvantages.
STEP 4: DEVELOP AND REVIEW A ROADMAP. I’ll develop clear and concise guidance for you. Just as importantly, I will listen to any feedback or concerns you may have about the proposal.
STEP 5: BEGIN JOURNEY. Now that we have mapped out our preferred route, we will put the recommendations into action.
STEP 6: EXPLORE PROGRESS. Consistent two way communication is important to ensure we are continuing on the correct path. You can expect a proactive partnership from me as we monitor your goals.
Credentials and Education
I bring over 20 years’ of experience helping families and business owners with their financial planning and investment needs.
Continuing education is more than just a requirement for me, it’s something I truly enjoy about my career. That has led to holding the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Certified Financial Planner (CFP) designations)
Personal and Community
I am grateful I get to live, work and play on beautiful Vancouver Island with my son, Mateo. Outside of work, I coach Mateo’s soccer and baseball teams and currently serve as the President of the Vancouver Island Soccer League.
Other activities you may find me doing include playing tennis, hiking, skiing, or walking our dog, Mindy. I also do my best to set aside a bit of time every day to read.
*Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc. This material is provided for general information and is not to be construed as an offer or solicitation for the sale or purchase of life insurance products or securities mentioned herein. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please seek individual financial advice based on your personal circumstances. Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation is not.
COMMITTED TO SUCCESS
We value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of Canada’s leading independent investment dealers.
Ventum Financial Corp. is a licensed broker-dealer operating in all provinces and territories of Canada. We are proud members of the Canadian Investment Regulatory Organization and participate in the Canadian Investor Protection Fund. It is important to note that the content of our website is not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction where we are not registered as a dealer in securities. Our commitment is to operate within the regulatory framework to ensure transparency, protection, and adherence to industry standards.
