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Jake Imrich
Jake Imrich Associate Wealth Advisor

Jake specializes in assisting clients with their transition in either direction across the U.S./Canadian border. Jake's experience, skills and training make him uniquely qualified to work with Canadians, U.S. citizens, green card holders, and dual citizens.

Jake has a degree in Management from the University of British Columbia, with a minor in Economics. He is a fully-licensed Canadian Associate Wealth Advisor completing his U.S. licensing and Certified Financial Planning designation. Jake has also gone on to complete the lauded Financial Services Program at Okanagan College.

During his university summers, Jake honed his teamwork and organizational skills as a Forest Firefighter in the British Columbia wilderness. In his free time, Jake enjoys skiing, mountain biking and spending time with his wife, brothers, and parents.

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Sophisticated wealth management