Senior Consultant – Financial Services
Drawing on a successful financial planning and leadership background, Drew specializes in dealing with senior-level Financial Service and Analytical roles including Wealth Management Teams, CFPs, CFAs, CFOs and Managing Partners.
Prior to Jacobsen Partners, Drew was a Partner and top-performing Financial Advisor with Edward Jones Investments and then Holliswealth. He provided financial planning advice specializing in wealth creation, private equity, tax efficiency and estate planning, with a focus on high net worth clients. He was also a member of the leadership team being responsible for market development and client acquisition.
Drew holds an Honours B.Comm. from the University of Windsor’s Odette School of Business and holds the WME, CPH, CSI and LLQP designations.