Click on the Upload link above to upload your documents securely!

Jerome Bates

Jerome Bates

CFP, B.Eng, CD

Jerome has been working in the financial services industry since 1995 and prior to that he served as an engineer in the Canada military.

An alumnus of Dalhousie University with a degree in Electrical Engineering, Jerome has also attained the Certified Financial Planner (CFP) designation. This is the top designation granted by the financial services industry and it recognizes a commitment to excellence in the profession of Financial Planning.

Jerome has acquired considerable knowledge and experience in many areas of Financial Planning, from cash flow management to insurance needs. He has a special interest in retirement planning strategies, many of which have a tax reduction component. His professional life has always been based on service, trust and a disciplined approach to planning. His practice focuses on developing solid, long-term relationships with his clients.

Jerome lives in Chilliwack with his wife, Isabelle and their two children. He and his family are active members of Sardis Fellowship Baptist Church, and in his spare time he enjoys playing hockey, reading and cycling.