Senior Estate Planning & Insurance Specialist
B.Sc., CFP, CLU, CHS, CH.F.C., EPC
Ed Jacob works tirelessly in his area of specialization, providing custom personal insurance solutions and estate planning expertise to our clients.
His extensive experience in the financial services industry means you will benefit from his knowledge and ability to help you put a solution in place in line with your goals and values. Read More
He has previously held positions such as Senior Estate Planning & Insurance Specialist, Regional Marketing Director, and Life Product Director at other leading financial services companies. Ed has spoken at numerous industry and client seminars across the country sharing his expertise.
Ed received a Bachelor of Science degree from the University of Toronto, and since joining the industry, has earned his Chartered Life Underwriters, Chartered Financial Consultant, Chartered Financial Planners, Certified Health Insurance Specialist, and his Elder Planning Council designations. He is a member of the Financial Advisors Association of Canada (Advocis), FP Canada, and the Elder Planning Council.
In his down time Ed can be found enjoying time with his family or volunteering at his church and at Ray of Hope where he leads a lunch team that provides meals to people in our community who are in need of care and compassion.