Jared is a financial professional with over a decade of experience at Leavitt Group Private Wealth Management. He holds a Bachelor of Management in Accounting and the Registered Retirement Consultant (RRC) designation, reflecting his commitment to strong technical knowledge and ongoing professional development. He works primarily with incorporated professionals and business owners, helping them navigate retirement planning, investment strategy, tax-efficient structures, and succession considerations. His approach emphasizes clear analysis, practical solutions, and advice tailored to each client’s unique circumstances.

Recently, Jared has taken on a practice management role within the team, expanding his leadership responsibilities to include mentoring team members, optimizing operational efficiency, and supporting the continued growth of the practice. In this capacity, he remains deeply committed to upholding the team's standard of excellence while ensuring every client continues to receive the high-quality guidance and service they deserve.

Outside the office, Jared is an avid golfer, a watch enthusiast, and a dedicated family man. He and his wife are raising three daughters, which helps him hone his skills as a specialist.

Request an appointment