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Our Team

At Networth Services we first listen to what you want to accomplish, and then use our experience and expertise to provide effective strategies and products to help you achieve those goals.

Perhaps you are wondering if you will have enough money to retire with your desired lifestyle. Maybe you are concerned about protecting the inheritance you intend to leave, or you may have questions about the best time to retire, or the return on your portfolio.

You deserve answers. We are here to provide help so that your expectations can be met, and you can enjoy peace of mind.

Barry Jackson

BARRY E. JACKSON, CFP, CLU, CHFC
PRESIDENT, CHARTERED FINANCIAL CONSULTANT

Areas of Expertise

Barry specializes in comprehensive Estate Planning, Tax Planning, Intergenerational Wealth Transfer and has an in-depth knowledge of financial markets and investment strategies for portfolio growth. As a business owner he personally understands the financial challenges involved in managing a business and brings cutting edge ideas on investment and tax strategies related to your business. Barry thrives on understanding each unique situation by helping his clients make solid financial choices, centered around their personal best interests.

Education

CFP, certified financial planner
CLU, chartered life underwriter
CH.F.C., chartered financial consultant
Officers, Partners & Directors course
Branch managers course
Mortgage broker course (UBC)
Member of Advocis, The Financial Advisors Association of Canada

Personal

Barry and his wife Giselle have lived in Abbotsford since 1988. They have two daughters, two son-in-laws, and four grandchildren. Camping and enjoying the great outdoors have been and continue to be shared family experiences including journeys through 46 states and all Canadian Provinces and Territories. Barry also enjoys a competitive game of squash and curling. Family and church involvement are priorities taking precedence over even golfing, which is generally self-evident!

 

Jonathan Evans

JONATHAN R. EVANS, BBA, CEA
CERTIFIED EXECUTOR ADVISOR

Areas of Expertise

Jon endeavors to provide a clearly-focused picture of each client's financial life that guides them to accomplish their goals in a manner consistent with who they are and the resources they control. Jon discerns the best options available for each unique client situation by applying his knowledge and experience in risk management, investments, tax efficiency, and government benefits.

Education

BBA, Bachelor of Business Administration, major in Finance
CEA, Certified Executor Advisor
Canadian investment funds course
Canadian insurance course
Branch Managers Course
Officers, Partners & Directors Course

Personal

Jon loves spending time with his wife Shana and his three kids (Ryan, Nate and Kayla). When not spending time with family, Jon loves to hang out with friends. He is very active in sports and enjoys ice hockey, golf and slo-pitch.

 

Jonathan Evans

MARV BRAUN, CLU
CHARTERED LIFE UNDERWRITER

Areas of Expertise

Marv entered the financial services back in early 1988. He is committed to using his 20 years of experience to your benefit by providing prudent financial advice for your current stage of life. Whether you are focused on wealth accumulation, or already enjoying those rewards, marv will guide you to make the most of what you have through retirement and estate planning.

Education

CLU, chartered life underwriter
Canadian investment funds course
Member of Advocis, The Financial Advisors Association of CanadaPersonal

Personal

Marv is married to Cindy and has one daughter, Christie, married to Brian. Grandsons Levi and Brady bring him great delight and he is very active in their lives. He and his family are involved in various areas of their local church and community. Skiing is Marv's passion – whether on snow or water, as well as boating, mountain biking, hiking, volleyball, and occasionally golfing. All adapt well to vacationing in the Okanagan.

 

SUPPORT STAFF

Darlene Holmes, Executive Assistant
Janis Westlund, Administration
Brianne Westlund, Administration

 

 

 

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DISCLOSURE

This website addresses many areas which are essential when considering one's overall financial picture. Networth Financial Corp. (NFC) is pleased to provide you with opportunities to invest in various Mutual Funds approved for BC, AB, MB & ON investors.

NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. Our representatives conduct other business licensed under the Financial Institutions Act, which is the responsibility of another licensed entity, & not the responsibility of NFC.

The articles and information provided on this website are intended to raise issues and help you find solutions with appropriate professionals and should not be construed as advice for any specific situation or individual. Always consult your representative and your tax or legal professional if applicable before taking personal action


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