CIBC Financial Advisor: Jason Doucet

5/5 β˜… based on 8 reviews

Contact CIBC Financial Advisor: Jason Doucet

Address :

2107 Harvey Ave, Kelowna, BC V1Y 9X4, Canada

Phone : πŸ“ž +7
Website : https://advisor.cibc.com/jason-doucet
Categories :
City : Y

2107 Harvey Ave, Kelowna, BC V1Y 9X4, Canada
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Julia Ufimzeff on Google

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Jason is one of the best Financial Advisors! He's professional, knows what he's talking about and most importantly, will make sure you're taken care of. I definitely recommend working with him if you can!
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Kyla Feddersen on Google

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Jason has been amazing. He is always very thorough and helpful, both with my business and personal financial needs. Jason has also gone out of his way to set up my young adult son and educate him on how to mange his money. Definitely got lucky finding him!!!
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Chris Chapman on Google

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Jason is the most credible Banking Advisor that I have had in my 30 years in business and personal financial investment. Jason demonstrates the highest level of integrity and professionalism and would recommend him to serve your financial needs. Jason also goes above and beyond to to ensure the ultimate in customer satisfaction .
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shelley robinson on Google

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We have had the absolute good fortune to have Jason as our financial advisor for the past several years. Jason's years of experience and service with CIBC are only out done by his warm personality and honesty. We simply didn't think it was possible to have the whole " package" with a financial advisor until we meet Jason. Very knowledgable, professional and a great human!
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Jordin Dunsmuir on Google

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I first met Jason about 15 years ago. He helped us facilitate our mortgage. Over the years as our needs have changed he has continued to do a great job for us. His laid back calm demeanor is a breath of fresh air when trying to decide on a financial plan. I have always been very impressed how quickly he has responded to our questions both over the phone or on an appointment basis. I would highly recommend Jason Doucet to be part of your financial team!
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Alan Moghrabi on Google

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Jason truly cares and strives to do his best which has been phenomenal for me and my family. I trust him totally and can’t believe how Lucky I have been to meet someone who truly cares. I have had a lot of financial advisors but Jason is the only one that has my best interests as his top priority. Even during the tough economic times he has consulted me and adjusted my portfolio and still made me profitable. Jason is realistic , down to earth and truly a Financial Guru.
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Stephane de Raucourt on Google

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Twenty-one years ago, a young banker called me to introduce himself, as our new business account manager. I clearly remember Jason’s answer to my question β€œhow long are you going to be looking after our accounts?”, his predecessors seem to last one or two years at best! With a laugh and convincing confidence, Jason replied that he would be around for a while but insisted his service level would be far superior. Inevitably years later Jason moved to other branches and even to another city. To this day Jason is still our trusted banker. I wish everyone in their lifetime to find a Jason Doucet as their financial advisor. Jason truly lived up to his word in our first phone call. StΓ©phane de Raucourt
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Meghan K on Google

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Jason is a fantastic Financial Advisor. He is very knowledgeable and always puts his clients interests first. He often has suggestions that are life changing in great ways! My husband and I would recommend Jason to anyone.

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