Jackie Van Vliet

More than just investments.

I help successful business owners and families grow, protect and transition their wealth through disciplined investment strategies and integrated financial planning so they can move forward with clarity and confidence.

The best part of my job is getting to know my clients, discovering what is important to them, and helping them live a life they love. It starts with uncovering what their unique purpose is for their money, identifying their goals, and putting a plan in place with actionable strategies.

Lets book a strategy call, e-mail me at jackie.vanvliet@cibc.com

Who I work With

You've built wealth, now you need a strategy.

My clients are successful and busy, they don't have time to manage every moving piece.

I work best with:

- Business owners and incorporated professionals

- Women going through transition phases of their lives or stepping into financial leadership

- High income earners navigating complex tax structures

- Families with $1M+ Investable assets

If you have outgrown basic financial advice and want coodinated strategy, you're in the right place.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Address

Jackie Van Vliet Address

275 Lansdowne Street

Suite 400

Kamloops, BC V2C 1X8

Telephone number: (250) 314-3871

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