Respect for the Power of Well-Managed Capital

We build investment portfolios and integrated wealth plans for corporations, entrepreneurs, executives and other sophisticated investors – people who have achieved important milestones in life, but still have more on the horizon.

While endeavouring to provide superior risk-adjusted rates of return, we strive to deliver an enjoyable wealth experience for intelligent men and women who take the management of their assets seriously.

Jeffrey Jakobsen is one of the few advisors who holds the  Derivatives Market Specialist designation on Vancouver Island,  which helps to distinguish us from other advisory teams. We use derivative strategies to help us hedge against downside risk.

Our Specialties:

Corporate and institutional cash management with a focus on our goal of achieving aggressive growth targets. Having been an institutional options, bonds and equity trader, Jeff is now an active money manager with diverse experience from his many roles and a unique perspective from which to select his own stocks, bonds and options. Our clients hold separately managed securities, which can be more cost-effective and more nimble to adjust than large mutual funds.

Family investment portfolio management, fully customized for your unique needs and family dynamics, along with a comprehensive suite f integrated wealth planning and financial services that approach a family office level of care.

Registered and non-registered retirement accounts, which we see as personal pension plans, along with Individual Pension Plans (IPPs) for executives and entrepreneurs which can help to defer more tax than Registered Savings Plans (RSPs).

Risk minimization: We understand that entrepreneurs take enough risk in their enterprises and don’t want to assume more in their portfolios. Already carrying lines of credit and loans to support their families, they entrust us to steward their wealth with conservative strategies.

Equity options and other strategies to help us meet our goal of reducing risk and enhancing returns. This important offering differentiates our team. We deploy select, authentic hedge funds, similar to those used by pension funds, to build what we believe to be resilient portfolios, and options strategies that have the ability to generate strong returns even when other asset classes are in a downturn. In addition, Jeff is a Life Insurance Advisor with TD Wealth Insurance Services. 

Holistic Wealth Planning

Through a collaborative process, we can help you to define what is most important to your financial life, build and preserve your assets through complete and integrated wealth planning, and help bring you the freedom to live your dreams as you provide for your loved ones.

Through innovative strategies, personal meetings and a devoted commitment to you, our team will plan holistically to ensure that your wealth plan fits your specific needs. We work to analyze your individual needs, goals, risk tolerance and tax situations and then design a customized plan. Once it is implemented, we communicate regularly to monitor and manage its progress.

We take a full, family office approach, working with your lawyers and accountants to act as your independent support team and deliver coordinated, integrated services. A team of TD specialists can offer you access to sophisticated expertise as needed in high net worth planning:

• Tax planning
• Estate and trust planning
• Retirement planning
• Insurance solutions
• Business succession planning
• Charitable giving strategies
• Creating your own private family foundation 
• Legacy creation 

Let us help you navigate your way to the financial freedom that can empower you to achieve your goals.

The Benefits of Discretionary Investing

We are qualified to offer discretionary investing, which can brings you several advantages:

• You no longer have to make daily investment decisions – you can entrust them to our team. 
• An Investment Policy Statement (IPS), based on your objectives, comfort and financial situation, sets the guidelines, asset allocation and diversification of your portfolio.
• Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
• A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio.
• One transparent, asset-based fee with no commission per trade:
• Lets us focus on driving your portfolio’s success without worrying about the cost of trades.
• Includes all wealth planning, insurance service and more.
• Fees charged to non-registered investment accounts may be tax-deductible. Please consult your tax advisor to see how this relates to your personal situation.

Jakobsen Asset Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.