Jared Steed
About Jared Steed
Jared Steed is an Associate Consultant at Leavitt Group, specializing in financial strategies for high net worth individuals and companies. He has over nine years of experience in wealth management and previously served as Corporate Inside Sales Manager at Liberty Security Systems Inc.
Work at Investors Group Financial Services Inc.
Jared Steed has been serving as an Associate Consultant at Investors Group Financial Services Inc. since 2015. In this role, he specializes in developing customized financial strategies for high net worth individuals and companies. His work emphasizes a long-term approach to wealth management, utilizing the latest information and expert access to provide tailored financial solutions. Steed focuses on investment and insurance planning, securities, investment lending, and business succession, ensuring that his clients receive comprehensive financial guidance.
Previous Experience at Liberty Security Systems Inc.
Before joining Investors Group Financial Services Inc., Jared Steed worked at Liberty Security Systems Inc. as the Corporate Inside Sales Manager from 2011 to 2015. During his four years in this position, he gained valuable experience in sales management and client relations, which contributed to his expertise in financial consulting. This role helped him develop skills that are applicable in his current position, particularly in understanding client needs and delivering effective solutions.
Education in Accounting
Jared Steed studied at The University of Lethbridge, where he earned a Bachelor of Management degree with a focus on Accounting. This educational background provided him with a solid foundation in financial principles and practices, which he applies in his current consulting role. His academic training supports his ability to create effective financial strategies and manage complex financial situations for his clients.
Expertise in Financial Strategies
Jared Steed specializes in providing financial strategies tailored for high net worth individuals and companies. His expertise encompasses various aspects of financial planning, including investment and insurance planning, securities, investment lending, and business succession. Steed is committed to developing customized financial plans that reflect his clients' personal and professional circumstances, ensuring that their unique needs are met.