Jacob Weiner
About Jacob Weiner
Jacob Weiner serves as an Associate Consultant at Mariana Semenchuk & Associates, where he specializes in comprehensive financial planning for small business owners and incorporated professionals. He has a background in consulting and sales, with previous experience at IG Wealth Management and PEPSICO.
Current Role at Mariana Semenchuk & Associates
Jacob Weiner serves as an Associate Consultant at Mariana Semenchuk & Associates since 2019. In this role, he collaborates with a team of experts to deliver comprehensive financial planning services. His focus is on assisting small business owners and incorporated professionals in navigating complex financial planning issues. This includes addressing topics such as business succession, tax efficiency, and retirement transition planning.
Previous Experience at IG Wealth Management
Jacob Weiner previously worked at IG Wealth Management as a Consultant from 2016 to 2019 in the Toronto, Canada Area. During his tenure, he gained experience in financial planning, focusing on estate planning, family protection, and passive income tax management. His work involved identifying and mitigating financial blind spots for clients, particularly small business owners.
Background in Sales at PEPSICO
Before his role at IG Wealth Management, Jacob Weiner worked as a Sales Representative at PEPSICO for four months in 2015. This position provided him with experience in sales and customer engagement, contributing to his understanding of client needs in the financial sector.
Educational Qualifications in Accounting
Jacob Weiner studied at the University of Western Ontario, where he earned a Bachelor of Management and Organizational Studies with a focus on Accounting from 2012 to 2016. His education equipped him with foundational knowledge in management principles and financial practices, which he applies in his consulting work.
Early Career as Accounting Assistant
Jacob Weiner began his career as an Accounting Assistant at Concord Premium Meats Limited in 2013, where he worked for four months. This early experience in accounting provided him with practical skills that support his current financial planning services.