Senior Portfolio Manager
Senior Investment Advisor

T: (250) 483-6210 | E: jeffrey.jakobsen@td.com 

Who Am I?

SHORT ANSWER: Jeffrey Jakobsen
MEDIUM ANSWER: Read My Bio

About Jeff

Started Young: Worked on the floor Toronto Stock Exchange at 16

Got Lots of Education: Earned degrees in Public Affairs & Management and Sociology-Anthropology from Carleton University

Has A Lot of Experience: Portfolio Manager & Investment Advisor | RBC Dominion Securities (12 years) Senior Investment Advisor, Canaccord Capital (10 years), Business Manager, Wheaton Group (4 years)

I'm A Dad: I have two young sons, with whom I try very hard to keep up with on the ski hill and many other sporting activities

Make Time to Give Back: Previously was Co-Chair, ‘Eye-Appeal’, the annual major giving event for the Canadian National Institute for the Blind, and was also Founder/Co-Chair/Sponsor of the annual 'Paul Kwari Memorial Golf Tournament', an annual fundraiser for The Heart & Stroke Foundation of Canada

LONG ANSWER: My Approach

I've got a pretty personal and comfortable approach towards client relationships. Cultivating real client connections is important to me (i.e. annoying habits of your kids, amazing professional achievements, craziest vacation stories, family events and drama, die-hard team loyalties - Go Leafs! etc.). That’s why I work with you in the ways that work best for you:

• IN-REAL-LIFE (Gozen is my 'go-to' lunch meeting spot - but am always open to suggestions)
• By PHONE & EMAIL (Because it’s with me 24/7)
• Chatting over VIDEO (You can 100% be business on top and pajamas on the bottom)

This allows for the management of your assets in ways that will help achieve your financial goals. I aim to offer different perspectives to all client interactions, resulting in a full-picture plan for your financial future.

Client Relationship Associate

T: 250-483-6208 | E: Jessica.Rowe@td.com 

Who Am I?

SHORT ANSWER: The Boss
MEDIUM ANSWER: Read My Bio

About Jessica

Three years in the industry: she has a degree in English, which is more helpful than you would think in Finance

The team event planner: get ready for emails about lunches, videos, concerts, newsletters. Jessica's job is to keep you informed on the fun parts of asset management

Outside of work: Jessica is passionate about books, television, and podcasts. Throw a recommendation her way!


LONG ANSWER: 

I want to ensure you receive the best service possible. Whether that comes from a well-crafted event that helps engage you with our investment team or through fun and fresh communication. Speed and impact are the name of the game. I am here to provide that extra-special something that most other investment firms are missing

• IN-REAL-LIFE I can meet at your office or mine to get paperwork signed
• By PHONE & EMAIL 
• Chatting over VIDEO