Jake Imrich

Jake Imrich is a Financial Advisor Assistant at Raymond James, SWAN Wealth Management. He has a passion for working with clients who have a need for US/CAD cross border wealth management and financial planning. He believes financial understanding is important, and utilizes the SWAN “Partnership Process” to help provide clarity and understanding for each client’s very unique personal situation. Prior to working in the Financial Industry, Jake worked for British Columbia’s Wildfire Service as a Forest Fire Fighter during his summers while attending University. Jake graduated with a Bachelor’s of Management with a Minor in Economics from UBC, and went on to complete a Financial Services Program at the Okanagan College. He is currently working towards his CFP. In his spare time he enjoys getting outside and mountain biking, or enduro/adventure riding with his dad and brothers.