Jake Lockhart, CFP®, CHSCertified Financial Planner
The heart of what makes Jake an excellent Financial Advisor is the care he has for other people. From a very young age it was clear that Jake would end up in a profession where he could help and serve others. His character demands he have a thorough knowledge of any product or strategy he recommends. This enables him to ensure his clients understand his recommendations prior to taking any action. Jake’s extremely practical nature spills over into his profession. He has a desire to always find well-designed solutions to help his clients. In fact, this is the quality that attracted Jake to become an Independent Financial Advisor.
Jake Lockhart is an Independent Financial Advisor with Lakeside Financial Planning. Jake has been in the Financial Services industry since 2008 and started his career as a Financial Planner with large banks. In 2013 he made the transition from the bank environment to the Independent Financial Advisor world. He holds the following educational achievements and Professional designations:
∙Certified Financial Planner (CFP): This Certification is the industry gold standard in Financial Planning.
∙Chartered Life Underwriter (CLU): Canada's Premier Wealth Planning and Estate Transfer designation.
∙Certified Health Insurance Specialist (CHS): The premier credential for financial advisors addressing all areas of health and disability risks that compromise financial objectives.
∙Bachelors of Applied Financial Services: The Bissett School of Business, Mount Royal University
∙Business Diploma: The Bissett School of Business, Mount Royal University
Jake was awarded the Leslie W. Dunstall Award for achieving the top marks in British Columbia for the Chartered Life Underwriter (CLU) designation
Jake is happily married to his wife Madison and they are the proud parents of their four children Sam, Emma, Adam, and Bennett.
Insurance products offered through H.C. Lockhart Insurance & Financial Consulting Inc.