portrait of Jake Reid

About Jake

As a dedicated financial advisor, I hold a deep commitment to both my clients and the community we share. My aim is to make a positive impact in your financial journey and the world around us.

My journey in finance began with a passion for helping people achieve their financial dreams. My goal is to offer personalized, client-centric financial guidance that aligns with your unique aspirations. Not only will we develop a catered solution to suit your specific needs, but we will monitor and asses to ensure you're always on track.

I believe by supporting various types of community pillars,...

Focus Areas

  • Retirement savings strategies
  • Education savings strategies
  • Wealth strategies
  • Wealth protection strategies

Personal Interests

  • Music
  • Camping
  • Snowboarding

Team Members

  • Sarah Griffin
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More