Jay Llewellyn CFP,CLU
Director at Today's Family Early Learning and Child Care- Claim this Profile
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Bio
Robert Salac
Jay provided reliable and enthusiastic support for agency events both as a volunteer and as a Director of the Board.
Robert Salac
Jay provided reliable and enthusiastic support for agency events both as a volunteer and as a Director of the Board.
Robert Salac
Jay provided reliable and enthusiastic support for agency events both as a volunteer and as a Director of the Board.
Robert Salac
Jay provided reliable and enthusiastic support for agency events both as a volunteer and as a Director of the Board.
Credentials
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CFP
CIFP LIMITEDMar, 2003- Sep, 2024 -
Certified Financial Planner designation (CFP)
Financial Planning Standards Council (FPSC) -
Chartered Life Underwriter (CLU)
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Experience
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Director
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Sep 2020 - Present
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Investors Group Financial Services Inc.
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Canada
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Investment Management
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1 - 100 Employee
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Senior Financial Consultant, Fox Group Private Wealth Management
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May 1997 - Present
I graduated from Carleton University in 1995 with my Bachelor of Arts in Economics/Geography. I have helped families in the financial services industry since 1997. I take pride in constantly improving my financial education and in order to provide clients with up to date advice and information, I have obtained the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Thorough and innovative, I meet the needs of high net worth individuals, successful professionals, business owners, and retirees. I place a focus on retirement and estate planning, as well as Comprehensive Financial Planning for individuals and businesses in Southern Ontario and British Columbia. Through my personal commitment and dedicated professionalism, I am able to build a solid base of satisfied clients. Long- term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which I operate, and I place a great value on honesty and openness and displays these qualities with clients on a day to day basis. I have been a board member as well as a mentor with the Big Brothers and Big Sisters of Hamilton since 1996.
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Big Brothers Big Sisters
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United States
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Investment Management
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Director/Volunteer
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1996 - Present
Director on the Board, Chair of Board Development 2009-2016 Active in the "in school mentoring program" Director on the Board, Chair of Board Development 2009-2016 Active in the "in school mentoring program"
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HCA
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Accounting
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100 - 200 Employee
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Student
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2011 - 2012
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Beta Brands
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Apparel & Fashion
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1 - 100 Employee
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Production Manager
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May 1996 - May 1997
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Education
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2011 - 2011
Degroote School of Business at McMaster University
Not for Profit Governance -
1991 - 1995
Carleton University
BA, Geography and Economics
Community
