Jared Neufeldt, CFP, FMA, BBA
Financial Planner
Specialties
Jared has been a part of Brad Willems’ team since January 2004. Jared’s focus is on developing long-term client relationships by following a client centered financial planning process. He specializes in helping clients achieve their financial goals through implementing a systematic, holistic investment process.
Degrees and Designations
- Bachelor of Business Administration with Honors – TWU
- Certified Financial Planner
- Financial Management Advisor
Other Education
- Canadian Securities Course
- Canadian Insurance Course
- Professional Financial Planning Course
- Wealth Management Techniques
Personal
Jared loves to spend time with his wife Kimberly, son Mathias, and daughter’s Lucia and Camila. Some of Jared’s favourite family activities are spending time at White Rock beach and playing sports at the park. He enjoys playing a competitive game of tennis, playing an always fun, but frustrating round of golf, and also playing a little “something” on his acoustic guitar.
Jared is a Financial Planner with Assante Financial Management Ltd.