Skip to main content

Jeffrey Jakobsen

Vice PresidentPortfolio ManagerInvestment Advisor

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.


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



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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

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

Monthly Perspectives | Achtung 2020

It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from my services?