As the third generation in the family business, Kieran has now been in the practice for 5 years. Currently attending university at VIU to attain his Bachelor’s degree in business and majoring in Economics, he is also pursuing his Chartered Investment Manager designation as his true passion lies in investment management and portfolio design. A strong believer in keeping clients well educated and informed, he also writes quarterly newsletters that include financial planning tips and market updates, as well as information on the investment and tax strategies we use at JWM Financial. Follow me on: LinkedIn.
“Do I not destroy my enemies when I make them my friends?” – Abraham Lincoln