Jeremy Jackiew, CFP, PFP, RRC

Certified Financial Planner
Personal Financial Planner
Registered Retirement Consultant

JeremyDRP2020Jeremy is fully qualified and experienced to counsel retirement and pre-retirement clients in the structure and execution of their retirement income plans.  With more than ten years under his belt working in the financial services industry, and an obvious commitment to professional development, we know you will enjoy what he can bring to your client experience with us.  His focus on planning is a true complement to our practice and to our partnership with Investment Planning Counsel.  We are pleased to welcome Jeremy as an associate planner and IPC Corporate Branch Advisor.

Specializations:

Retirement Income Planning
Severance Counselling/Pension Transfers
Portfolio Construction

Credentials

Canadian Securities Course 2008
Professional Financial Planning Course 2008
Certified Financial Planner 2010
Personal Financial Planner 2011
Registered Retirement Consultant 2015
Advanced Concepts in Tax & Law Course 2016
Canadian Accredited Insurance Broker Level III 2017

Member: FP Canada
Member: Canadian Institute of Financial Planning (CIFP)

Jeremy has also been a volunteer with both the Brandon Humane Society and the Winnipeg Folk Festival over the years, and most recently has volunteered as a Program Assistant in the Asset Builder Program with the Immigrant & Refugee Community Organization of Manitoba which helps new Canadian families manage their finances, save money, and familiarize themselves with the Canadian financial industry.

Consumer Information Links: 

  • The Canadian Securities Administrators National Registration Database includes a registration search tool -- search by individual name
  • The Insurance Council of Manitoba (ICM)
  • IPC Investment Planning Counsel 
  • FP Canada -   Find a Planner -- search by individual name

 

VISIT

111 Pulford Street
Winnipeg, MB R3L 1X8

contact

phone: 1-204-949-4749
toll-free: 1-888-949-7743
email: info@diamondretirement.com