Jaret has always placed a strong emphasis on education and recently completed the Chartered Investment Manager (CIM) designation. A few years prior Jaret qualified for, and continues to maintain, his Fellow of the Canadians Securities Institute (FCSI) designation which was in addition to his first designation that being of the Certified Financial Planner (CFP). Jaret’s passion for education has led him to do public speaking and educational seminars. 

His passion for education and desire to offer truly comprehensive financial planning led him to become Life Licensed selling life insurance and living benefits insurance. A few years ago he added Mortgage Brokering to his services. Since most households utilize some sort of investments, insurance, and mortgage lending, it was a natural synergy.

There is no one size fits all solution when it comes to the personal finances of individuals and families because every situation is unique with different goals, timelines, and risk tolerances. This synergy of services allows Jaret to understand each clients unique goals and concerns and to then offer truly customized comprehensive financial planning.

Jaret Forman CFP, FCSI, CIM
Financial Planner

My passion for comprehensive financial planning comes from being a business owner and father; you need to look at the big picture and think long-term.