ABOUT SUZANNE
After a successful career in management with New York Life and Canada Life, serving all major cities of Canada, including Montreal, Quebec City, Toronto and finally Vancouver, I became a financial planner. The 25 years I have spent in management have given me a precise idea about the challenges and rewards of providing planning services to others. Over time, I have become more and more passionate about helping others achieve their financial goals and obtain the safety nets they need to handle all of life’s unexpected curveballs. Additionally, I am very involved in my community, helping young entrepreneurs through a mentorship program that gives them the tools they need to help achieve their current and longer term goals. I am also on the board of several non-profit organizations. Gaynal, my spouse of 15 years, has been a constant support, and Sam our four legged companion, well he takes care of public relations.
A solid financial plan means peace of mind.
Through reviewing your core values and future plans,
we can work together to create an individually
tailored strategy to help you reach your financial goals.
“ Remember, it is never too late to start
a conversation about your financial plan ”
Suzanne Jacob
Financial Advisor
Investment & Insurance
Vancouver downtown office:
800-1185 West Georgia St.,
Vancouver, B.C. V2Y 1J6
Richmond office:
3000-8171 Ackroyd Rd.,
Richmond, B.C. V6X 3K1