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Jacob Chang

RIS

Financial Advisor

Since 2015, Jacob has been mentored by some of North America’s most experienced money managers including a Financial Planner for Vancouver’s ultra-high-net-worth families (net-worth between $20M-$50M) and an Investment Manager with a $6B portfolio.

 

During this time, Jacob was a stock analyst for a multi-billion-dollar fund and reviewed financial planning cases ranging from university students to foreign royalty.

 

Jacob earned an HBA from The Ivey Business School at Western University, is a Dimensional Fund Advisor, and serves as a Guest Lecturer (Personal Finance) at various universities and institutions such as Simon Fraser University.

 

Essentially, he is a huge nerd.

 

Today Jacob teaches his mentors’ process to others: a repeatable process for building wealth backed by unbiased statistics, the experience of Vancouver/Toronto’s industry veterans, and biblical wisdom.

 

Who Jacob helps:

  • Group 1: Jacob helps young professionals and families in BC, Ontario, and Alberta to obtain financial independence as soon as possible: to work because they want to, not because they have to.

  • Group 2: Jacob helps Canadian parents transfer their wealth to their children as tax-efficiently as possible.

  • Jacob serves both Christian and non-Christian clients. Everyone can appreciate the Bible’s 2000-year track record of proven wealth-building principles.

 

When Jacob is not perfecting financial plans and learning more about the industry, you can find him fishing in salt/freshwater, playing volleyball/spikeball with his siblings, reading non-fiction, teaching and mentoring students, and growing closer to God.

 

Testimonials:

bit.ly/TestimonialsJC

 

FAQs | 7 Questions You Should Ask Every Advisor

bit.ly/FAQs7Qs

 

Contact:

jacob.chang@riseabovefinance.com