24 Queens Square, Suite 206, Cambrige, Ontario, N1S 1H6
T: 416-366-1451 | F: 416-368-9801 Map It
As Vice President and founder of T.E. Wealth’s dedicated Aboriginal Services practice, Jack brings over 30 years of experience to the investment and financial services industry. He specializes in working with community leadership and trustees across Canada on the planning, development and implementation of efficient and cost-effective trust and wealth management solutions.
Through T.E. Wealth’s broad scope of service offerings, Jack takes great pride in the firm’s ability to offer independent and objective support, which includes community readiness and planning; trustee training and member communication strategies. This support is provided with a focus on balancing the needs and priorities of today with that of future generations.
Jack volunteers his time with the National Aboriginal Trust Officers Association (NATOA) as a member of the national advisory board in addition to sitting on the membership committee. Through T.E. Wealth, he is also a corporate member of the Aboriginal Financial Officers Association (AFOA), and is a recipient of AFOA’s Certificate of Recognition for his work in co-developing the curriculum for their Trust Management workshop which was rolled out nationally in 2013. He has authored articles for the Journal of Aboriginal Management, and is a regular speaker at indigenous conferences across Canada.
Prior to joining T.E. Wealth, Jack held the position of Vice President of a national accounting firm where he led the investment consulting practice for south western Ontario. He has a business degree from Wilfrid Laurier University.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.