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Started two decades ago, Darrell has steered Jacobsen Partners to serve only established financial advisors (those who own their books,) CFOs, and finance and business leaders. With a strong team and tight market specializations, we are deliberate in bringing expertise to mandates and providing access to value-creating partnerships and deals. Our mission is to grow client wealth with every mandate, with every deal that we do.
Darrell also coaches driven achievers to develop their visions. Vision is the single variable under your full control that can elevate you from an achiever to a leader. Leaders have vision. Ready to get yours?
www.visionhunt.com (new website coming soon!)
Johnathan co-founded the Advisor Hunt team at Jacobsen Partners. He serves successful financial advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives.
Firms that John partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offices.
Prior to joining Jacobsen Partners, John was a recognized top performer in financial planning at RBC. He was responsible for market development, client acquisition and outside sales. John is a knowledgeable industry insider serving advisors across Canada in English, French, Italian and Spanish.
Vincent is an expert in recruiting and consulting for financial advisors, financial planners, investment advisors, mutual fund representatives, portfolio managers and financial security advisors.
His job is to help financial advisers to obtain the best return and the best commissions rate, to increase their level of independence, to have better support for compliance and the administration of files, to have access to state-of-the-art tools and benefit from generous incentives for transferring their assets to another platform.
He also supports advisors in the sale and purchase of client portfolios, particularly those looking for growth or succession.
Prior to this role, Vincent worked as a Financial Advisor and Group Savings Representative for Laurentian Bank. He therefore knows the advisers' environment well.
Vincent is a level 3 candidate in the CFA Institute program and holds a Bachelor's degree in Finance and Economics from the University of Montreal.
Vincent speaks English and French.
Leveraging off his financial and professional services firm experience, Corey recruits for senior-level positions in Finance & Accounting.
Corey trained in Assurance, Financial Advisory and Tax with EY, serving both private and public clients in real estate, financial services, retail, manufacturing and distribution. This experience gives Corey an insiders’ perspective and arms him with a tremendous advantage in understanding both the key financial roles within organizations as well as the unique skills required to effectively fulfill key positions.
Corey studied at McGill University and holds a Bachelor of Commerce degree and a Graduate Diploma in Public Accountancy. He is a Chartered Professional Accountant (CPA, CA.)
Robert ensures the smooth running of our operations, including leveraging our tools and technology for efficient and effective client service. He manages our team that keeps our consultants market-facing, talking to clients and the types of people who our clients want to meet.
Robert was a Search Director, CFO Hunt and Tax Hunt, before becoming Director of Operations & Technology. With that experience combination he brings a unique understanding to our clients' and consultants' needs.
Prior to joining Jacobsen Partners, Robert worked with some of the world’s leading technology and digital-economy companies, including Nortel, Newbridge Networks and Cisco Systems. Rob earned his Bachelors in Computer Science from Concordia University.
François is a senior consultant Financial Advisor Solutions team at Jacobsen Partners. He serves successful financial security advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives.
Firms that François partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offices.
Prior to joining Jacobsen Partners, François was an institutional marketer for well known Canadian investment firms. François also worked as a wholesaler for Canadian mutual fund companies. Furthermore, François is in a great position to understand the advisors reality as he also held that position serving 250 families for a few years.
François obtained a Bachelor degree from Bishop’s University, a Master of Science from ESCEM-Poitiers, a private business school in France and a Master in Business(International Management) from Sherbrooke University.
Niyati is a Senior Consultant in the Advisor Hunt Team at Jacobsen Partners. Her focus is on helping successful Financial Advisors with the purchase and sale of investment and insurance books, as well as the smooth transition to a new dealer for those Advisors seeking career growth or a stronger offering for their clients.
Niyati brings both financial and corporate law experience to her role. Prior to joining Jacobsen Partners, Niyati worked as a Financial Analyst and a Corporate Lawyer with major firms in India.
Niyati holds Bachelor of Economics and LLB degrees from Mumbai University in India. She is also CSC licenced and is a CFA level II candidate.
Adam is a Consultant in the Advisor Hunt team at Jacobsen Partners. He serves established financial advisors by facilitating succession via the sale of books, growth through the acquisition of books and the transition to superior dealer platforms to better grow and serve a client base.
Adam joined Jacobsen Partners as an Analyst, responsible for researching dealers across Canada. Adam has a good understanding of the dealer landscape and provides advisors with a unique perspective when exploring the different options available for their practice.
Prior to joining Jacobsen Partners, Adam was in telecommunication sales, participated in multiple business startups, sat on advisory boards, and was a consultant for small businesses.
We are a small team with big player capabilities, tools and training. We equip our people with the latest technologies, we continually invest in our secure, proprietary database, and we hold training every single week. Our culture is one of continuous personal growth, each of us deliberate in improving our foundational skills and subject matter expertise. We are learners.
We look for industry insiders with sales or recruitment success. Those who do well with us are self-starters, are industrious and can close a deal. You’ll also need to have a sense of humour — no snowflakes!
While you may have experience or training related to our markets, what is critical is to be capable, conscientious and to like the hunt. If you are a producer from the industry or a successful financial sector headhunter, please introduce yourself and we’ll explore fit.