Russel Jarvis

Russel Jarvis

CFP®
Financial Planner
Assante Financial Management Ltd.

Russel joined the financial industry in 2015. Since, he has worked in a number of roles including loans officer, portfolio management and financial advisor. He is actively working towards obtaining his Life License certification. Russel’s passion is in helping educate families and individuals to build confidence in making financial decisions and to understand the reasoning for a recommendation.

Services offered include comprehensive financial planning, retirement planning, client education, business transitioning, risk management, investment and income strategies, tax preparation and working closely with clients to identify and achieve their goals.

Credentials

  • Certified Financial Planner

About Russel

  • During university, Russel lived in the Okanagan and in his time there, he discovered his interests for winter activities which include snowmobiling and ice fishing.
  • Before entering the Financial Industry, Russel worked as a landscaper and metal fabricator.
  • In his spare time, you may find him hiking or snowboarding at one of our local BC mountains or tucked away in his garage working on his car restoration project.

Direct Line: 604-606-1595