Know your advisor: CIRO Advisor Report
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Brittney Jakovcic is based out of Kelowna, BC. With more than 11 years of experience in financial services, Brittney brings a wealth of knowledge to the team and her clients. Brittney attended Okanagan College where she obtained her Bachelor of Business Administration with a specialization in finance. She is a CERTIFIED FINANCIAL PLANNER® professional and also holds the Responsible Investment Specialist designation from the Responsible Investment Association.
Deep roots
The daughter of entrepreneurs, Brittney grew up in the business world, instilling a deep passion for serving clients within her from a young age. When she was 14 years old, she began researching various career paths and fell in love with financial planning. She began learning about the career and made her first investment as soon as she could open an account. Today, she is passionate about sharing all the knowledge she has collected with her clients and helping them achieve financial freedom.
Keeping things fresh
To stay current in the field, Brittney takes additional courses of relevant financial planning topics as well as attends seminars and conferences on a regular basis. When not serving clients, Brittney enjoys spending time with her partner, Mark and mini goldendoodle, Douglas. She also enjoys supporting local stores and restaurants and taking advantage of the Okanagan's four seasons.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
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