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Jeffrey Jakobsen

Vice PresidentPortfolio ManagerInvestment Advisor

Working together to help you achieve what truly matters to you

Jeffrey started his career as a messenger at the Toronto Stock Exchange at the age of 16. Today, he blends his knack for modern information-gathering technology with sophisticated investment strategy development and execution. Jeffrey holds the Chartered Investment Manager (CIM®) and Derivatives Market Specialist (DMS) designations; he is proud to be the one of the few  derivatives specialist on Vancouver Island.

Degrees in Public Affairs and Management and another in Anthropology from Carleton University gave Jeffrey a research-intensive perspective to investment management in the global markets. Prior to joining TD Wealth Private Investment Advice early in 2019, he and his team worked with RBC Dominion Securities for 10 years. Jeffrey has also been a Senior Investment Advisor with Canaccord Capital, a Business Manager with the Wheaton Group, and Vice President—Academic of CUSA Inc.

Jeffrey speaks French and Spanish. He is a dedicated father to his two young sons, with whom he shares his passion for skiing and the great outdoors.

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

ADDITIONAL CONTACT

Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

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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 - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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