Jermaine Shakes, CFP
Wealth Advisor, Wealth Advisory Services
Executive summary
Jermaine is an Associate Wealth Advisor with the BDO Wealth Advisory Services Group working from BDO's London office with over 11 years' experience in financial services and over 15 years in the client services industry. He has been providing comprehensive financial plans to clients since 2018 and providing client advice since 2010.
Jermaine thrives in an environment that embraces the client experience and is always on the lookout on how can we improve what we do. He values relationship building and works with clients to ensure that not only are their financial needs met, but he also ensures that these needs are in line with their life and long-term goals.
At BDO, we partner with you and your other professional advisors to create a cohesive "best in class" plan for your unique circumstances.
Professional designations and education
Certified Financial Planner, FP Canada (2019)
Personal Financial Planner (PFP), Canadian Securities Institute (2015)
Business Accounting Diploma (2005), Financial Planning Services Diploma (2006), Fanshawe College