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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

Additional Information

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.

REQUEST AN APPOINTMENT

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

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

Major Canadian Tax Deadlines and Dates

Important dates for you to know for 2018 tax year.

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