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Jay Shapka, Financial Advisor

FINANCIAL ADVISOR
Jay Shapka

CFP®, QAFP®
2783 Arbutus St., Vancouver, BC V6J 3Y5opens in a new window
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Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Intergenerational planning
  • Estate and legacy strategies
  • Employee stock options
  • Wealth protection strategies

About Jay

As a financial advisor, I get immense satisfaction from guiding business owners like you through big transitions. Whether you're thinking about succession planning, navigating a sale, or aligning your financial goals with your long-term aspirations, I'm here to help.

I understand that every business owner’s journey is unique, which is why I'm dedicated to providing customized strategies that fit your personal and professional life.

My approach involves a combination of analytical rigour and a deep understanding of what truly drives business value. By zeroing in on the intersection of your personal, business, and financial goals, I help empower you to make...

Work History

  • Edward JonesOctober 2018 to Current

Personal Interests

  • Motorcycles
  • Cycling
  • Outdoor Enthusiast
  • History and Museums
  • Pickleball

Team Members

  • Pooja Patel
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(604) 731-7858

Fax

(877) 314-1394

Office Address

2783 Arbutus St.
Vancouver, BC V6J 3Y5opens in a new window

More to explore

My priorities

What are your priorities?

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

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Setting your path

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

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