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David Jara

Financial Planner

  • BA (Hons)
  • CFP®
  • MBA

"I look forward to being with you every step of the way to help you achieve your personal financial goals"

I have been working in the financial services industry since 2001, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Master’s degree in Business Administration from the University of Victoria as well as the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I am also a Certified Retirement Specialist. I look forward to working with you.

ADDITIONAL CONTACT

Fax: (250) 953-6007

LANGUAGES

English, Spanish

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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You have questions, I have answers. Let's have a quick chat.

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