Team
Our team of experts are here to help you find the right path
Jacob Toll CFP®
Senior Financial Planning Specialist
Jacob joined Selectpath in January, 2017 as a paraplanner for John Sabourin and has since transitioned to the position of Senior Financial Planning Specialist. 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.
In May of 2021, Jacob was recognized as a member of FP Canada’s President’s List for achieving the highest score in Canada on the CFP® exam of the 790 candidates who attempted that sitting of the exam.