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Senior Financial Planning Specialist
Jacob joined Selectpath in January, 2017 as a paraplanner for John Sabourin. Since a young age, he has been greatly interested in the financial world and knew that he wanted to pursue a career in the financial industry. After graduating from Fanshawe’s business finance program with honours, Jacob worked for a Canada-wide financial planning company that specialized in planning for physicians.
Since transitioning to Selectpath, Jacob has become proficient at modeling many different client situations in our planning software and has helped to build several tools that facilitate the planning process.