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Jake Milligan CFP, CLU

Jake Milligan CFP, CLU

Followers of Jake Milligan CFP, CLU2000 followers
location of Jake Milligan CFP, CLUBrantford, Ontario, Canada

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  • Timeline

  • About me

    Managing Partner, Stairway Financial Solutions Inc. | Financial Planner, Sun Life | Sun Life Financial

  • Education

    • Wilfrid Laurier University

      2012 - 2014
      Criminology

      Incomplete

  • Experience

    • Sun Life

      Jul 2015 - now

      I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. We are looking for people who are motivated to make a real difference with their careers. People with drive, determination and a desire to serve the communities they live in.

      • Financial Planner

        Apr 2019 - now

      • Sales Manager

        Jun 2017 - Apr 2019

      • Financial Advisor

        Jul 2015 - Jun 2017

    • Stairway Financial Solutions Inc.

      Jan 2022 - now
      Managing Partner

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER®

      Feb 2021

    • Chartered Life Underwriter

      Advocis
      Jun 2022

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Jun 2023

    • Canadian Investment Funds Course

      IFSE Institute
      Jun 2016