The Dumais Jakobsen Capital Group manage investment portfolios for business owners, corporations, executives and other sophisticated investors endeavouring to provide exceptional service and superior risk adjusted rates of return.
Some clients wish to generate ample current income from their investment portfolio; some want to maximize capital appreciation; others just want to preserve the capital they work so hard to accumulate, though a little tax savings and growth are always welcome. As specialists we seek to reduce risk and enhance return through the use of equity options and sophisticated investment strategies.
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Our Consultation Program
Your first consultation is complimentary; and depending on your needs we can help determine what level of service within the RBC Familiy would be most appropriate.
The Dumais-Jakobsen Capital Group is committed to helping you and your family with your financial needs; complimentary consultations can be set up anytime by contacting Chelsey at 250-356-4984. |
Principals Marc Dumais and Jeffrey Jakobsen have assembled a team of highly qualified professionals to complement their investment advisory roles allowing them to focus on their strengths. This specialization allows Marc and Jeff to provide superior client service.
In concert they will work to manage your wealth to ensure a comfortable lifestyle for you and your family, to provide an education for your children and grandchildren, to enjoy an independent retirement, and to deliver a proud legacy for generations to come.
“Together we work with each client to analyze individual needs, goals, risk tolerance and tax situations. Using a comprehensive financial planning model we can help clients formulate their financial goals. Recognizing that each case is unique, we labour to design a customized plan to meet specific circumstances. Once a strategy is implemented we communicate regularly to monitor and manage its progress.”
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