Jake joins Acumen after gaining valuable experience in the retail banking division at TD Canada Trust. He graduated in 2022 with a Bachelor of Business Administration from Mount Royal University, specializing in Financial Analysis. Jake is committed to continuous professional development and is currently pursuing his Certified Financial Planner (CFP) designation.
As part of the Woo Fong Investment Group at Acumen, Jake is passionate about building long-term relationships with families, individuals, and professionals. He focuses on understanding clients’ goals and priorities, guiding them in their financial journeys through education and encouragement. Jake is committed to helping clients make confident financial decisions, empowering them to achieve success through tailored investment strategies and comprehensive financial planning.
Outside of the office, Jake enjoys playing basketball, golfing, fishing, skiing, and camping, embracing the outdoors and an active lifestyle.
