Jacques Brown Location
Vancouver, BC, CA
Jacques Brown Work
- 2025 - now Business Development Manager - Wealth @ HomeEquity Bank
- 2024 - 2025 Consultant - Wealth Management @ Global Solutions Family Office
- 2024 - 2024 Investment Advisor @ Scotia McLeod
- 2022 - 2023 Investment Funds Advisor @ Investia Services Financiers Inc. / Investia Financial Services Inc.
- 2022 - 2023 Wealth Management Services @ Paragon Financial Services Inc.
- 2020 - 2022 Wealth Management Services @ Legacy Family Enterprise Advisors Ltd.
- 2015 - 2020 Wealth Manager @ Private Client Holdings
- 2012 - 2015 Wealth and Investment Manager @ Barclays Wealth Management
- 2007 - 2012 Wealth Manager @ Alexforbes
Jacques Brown Education
- University of the Free State
Postgraduate Diploma Financial Planning (Financial Planning and Services)
2012 - 2012 - Canadian Securities Institute
CIWM; CSC ; IFC ; Dealing with High Net-Worth Clients program (Wealth Management)
- Financial Planning Institute of South Africa
CFP (Financial Planning and Services)
- Inseta
National Certificate in Wealth Management (Wealth Management)
- University of South Africa/Universiteit van Suid-Afrika
Bachelor of Commerce - BCom (Accounting and Business Management)
Jacques Brown Skills
- Sales
- Investments
- Portfolio Management
- Microsoft Excel
- Financial Analysis
- Wealth Management
- Project Management
- Financial Planning
- Retirement Planning
- Marketing
Jacques Brown Summary
Jacques Brown, based in Vancouver, BC, CA, is currently a Business Development Manager - Wealth at HomeEquity Bank. Jacques Brown brings experience from previous roles at Global Solutions Wealth Management Inc., Scotia McLeod, Investia Financial Services and Paragon Financial Services Inc.. Jacques Brown holds a 2012 - 2012 Postgraduate Diploma Financial Planning in Financial Planning and Services @ University of the Free State. With a robust skill set that includes Sales, Investments, Portfolio Management, Microsoft Excel, Financial Analysis and more. Jacques Brown has 1 emails on RocketReach.
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