Jake Stoneman CFP, R.F.P.
MANULIFE SECURITIES INVESTMENT SERVICES INC.
LIFE INSURANCE ADVISOR
MANULIFE SECURITIES INSURANCE INC.
Jake has more than two decades’ experience in providing clients sound counsel with investments, insurance solutions, estate planning, retirement planning, tax planning.
Jake started his career in 1999 as a university student hire at an established financial advisor’s office in Kitchener. He graduated from the University of Guelph in 2000 with a Bachelor of Commerce degree, and was immediately hired by the advisor full time. Jake obtained his mutual fund license (2000), life insurance license (2001) and Certified Financial Planner designation (CFP) in 2004.
He spent five rewarding years helping Manulife launch an internal advice service from the ground up. This role included not only delivering financial advice to individuals and families, but also delivering presentations and workshops to groups, large and small. In 2013, Manulife’s Board of Directors honoured Jake as one of a very select few employees worldwide to receive the STARs of Excellence recognition for exemplary performance.
In 2014, Jake was introduced to Murray Child, a prominent Waterloo advisor with plans to bring on a future successor. Murray and Jake recognized a similar style and personality, with both making the financial plan central to all ensuing investment or insurance solutions. Jake joined Opus Wealth Advisors in September 2015.
Jake earned the Registered Financial Planner (R.F.P.) designation bestowed by the Institute of Advanced Financial Planners in 2018. The R.F.P. designation is held by only a few hundred practitioners in Canada and requires a demonstrated ability to produce comprehensive financial plans.
As a separate and stand-alone business, Jake has been preparing and e-filing personal income tax returns for clients since the 1999 tax year. He continues to do taxes primarily because of the synergies with his financial planning work… and clients also appreciate the convenience!
Jake gives back to his community as a long-term member of the volunteer fire department in Waterloo Region, where he lives with his wife, Sarah, and their two young boys.