Jeremy Orser
Director, Insurance Advisory Services @Yates Whitaker Private Wealth
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WORK HISTORY
Director, Insurance Advisory Services @Yates Whitaker Private Wealth
Edmonton, AB, CA
Managing your financial life through multiple advisors and institutions can be confusing, costly, and time-consuming. YWPW\'s Unified Wealth AdviceTM makes it easier by coordinating all aspects of your family\'s personal and corporate wealth. Our innovative process unites the advice of your accountant with the expertise of our wealth management professionals to design and execute a goal-focused financial plan you can be confident in, all while providing continual accountability and transparency.Our YWPW team acts with the same honesty and transparency you have come to appreciate from your accountant. Our easy-to-understand compensation model is aligned with our values and ensures you receive transparent advice without the potential conflicts of interest many other advisors face. We hold ourselves accountable to the highest fiduciary standard, putting your best interests first. With a combined 40-plus years of experience in the financial industry, Jeff and Jeremy use their professional knowledge and insight to review your current financial life. They will assess existing or proposed plans, identify potential concerns, and implement strategies that align with your family\'s personal and business goals. Whether you are looking for a new financial plan or a second opinion, the YWPW team brings a fresh approach to an old industry.
EDUCATION
Dalhousie University
MBA
Dalhousie University
Bachelor of Science (BSc)
SKILLS
ABOUT JEREMY ORSER
I believe an advisor needs a strong code of ethics. An advisor needs to fully understand their clients\' goals, present them with a recommendation and then help implement and service their solution. I believe that the client’s best interest should come first, and I love working with other expert advisors to ensure unique solutions can be tailored for the client. Sometimes the best solution is not to implement insurance products and I do not hesitate to recommend this approach when it is the right thing to do. I began my career in the insurance industry in 2005 after completing my MBA at Dalhousie University. Education is a lifelong pursuit and I held the major industry designations of Certified Health Insurance Specialist and Chartered Life Underwriter for over a decade before deciding to give them up. I continue to hold my Certified Financial Planner designation. My wife Karine and I are busy parents of two young boys.
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