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Jorge Aragon, Ba, Cfp is listed as Financial Planner at Stonebridge Wealth Management, based in Surrey, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Jorge Aragon, Ba, Cfp.
Jorge Aragon, Ba, Cfp previously worked as Senior Financial Advisor, Manulife Securities Investment Services Inc. at Manulife Securities and Financial Consultant at Ig Wealth Management. Jorge Aragon, Ba, Cfp holds Bachelor Of Arts (Ba), Criminology And Psychology from Simon Fraser University.
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"Solving the Wealth Accumulation puzzle for Canadians each and every day."I grew up in Mexico and migrated to Canada when I was 10 years old. Growing up in a family where my dad has always been self employed taught me a strong work ethic and hard work to become a successful entrepreneur.My life path took me to receive a Bachelor of Arts degree with a Major in Criminology and a Minor in Psychology.After a few years pursuing different paths as an employee, I made the decision to take my destiny and career into my own hands and decided to start my career as a financial professional with one of Canada's biggest financial planning firms.I am so grateful to have a career that I enjoy immensely, and this profession allows me to do what I love while helping others achieve their life targets and goals. This is where my passion for what I do begins!Clients:My commitment to clients, friends & business owners is to jointly build a financial plan that will see them develop a sense of comfort & peace of mind while holding them accountable to achieve their goals and dreams.My Charities:As an active volunteer under different capacities, I have truly seen how the gift of being selfless and passionate about something really carries its weight in gold.My Family:I have been married to the love of my life since 2010, but we have been sharing our journey since 2006. Together we have a fantastic family of 2 very active boys and a beautiful girl. My family is my strength and joy, and being able to provide for them both in the presence and in love is what allows me to feel successful! When I am not busy with work, you can find me on the baseball diamond coaching my boys' Minor Baseball teams or on the mats as I work towards my first-degree black belt in Tae Kwon Do.My Core Values:Professionalism ~ Diligence ~ Passion
Listed skills include Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, and 12 others.
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We help families build safe and secure wealth in an easy-to-understand manner. Our well-defined, easy-to-follow process allows you to navigate a sea of financial choices with an ally at your side. We can help you decide what tomorrow's dreams look like, and we will walk you through to that reality. www.stonebridgewealth.ca_______________________Additional Legal and Disclaimers: https://stonebridgewealth.ca/disclaimers-page
Surrey, British Columbia, Canada
Helping clients create a financial plan, identifying goals and priorities to maximize investment returns within the risk comfort zone, and providing solid, objective advice to make informed financial decisions_______________________________________Legal & Disclaimers: https://www.manulifesecurities.ca/corporate-disclaimers.htmlPrivacy Policy: https://www.manulife.ca/privacy-policies.htmlMutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Manulife Securities Insurance Agency. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.
Greater Vancouver Area
Investors Group Financial Services Inc.
Lower Mainland
Investors Group Financial Services Inc.-Manager-Recruiter/Trainer-Mentor-Coach/Educator
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Jorge Aragon, Ba, Cfp works for Stonebridge Wealth Management.
Jorge Aragon, Ba, Cfp is listed as Financial Planner at Stonebridge Wealth Management.
Jorge Aragon, Ba, Cfp is based in Surrey, British Columbia, Canada while working with Stonebridge Wealth Management.
Jorge Aragon, Ba, Cfp has worked for Stonebridge Wealth Management, Manulife Securities, Ig Wealth Management, and Investors Group Financial Services Inc..
You can use AeroLeads to view verified contact signals for Jorge Aragon, Ba, Cfp at Stonebridge Wealth Management, including work email, phone, and LinkedIn data when available.
Jorge Aragon, Ba, Cfp holds Bachelor Of Arts (Ba), Criminology And Psychology from Simon Fraser University.
Jorge Aragon, Ba, Cfp is listed with skills including Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies, Small Business, Critical Illness, and Investments.
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