CIBC Financial Advisor: Jason Doucet 2107 Harvey Ave, Kelowna, BC V1Y 9X4

CIBC Financial Advisor: Jason Doucet





24 Reviews




CIBC Financial Advisor: Jason Doucet 2107 Harvey Ave, Kelowna, BC V1Y 9X4




About the Business

Jason Doucet | Senior Financial Advisor | CIBC | Ready to work together towards your financial goals? Our advisors are here to help.

Contacts

Call Us
+12504701650
2107 Harvey Ave, Kelowna, BC V1Y 9X4

Hours

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Chris Chapman
19.10.2023
CIBC Financial Advisor: Jason Doucet
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 .
Jordin Dunsmuir
04.10.2023
CIBC Financial Advisor: Jason Doucet
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!
Meghan K
26.09.2023
CIBC Financial Advisor: Jason Doucet
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.
James Elliott
18.09.2023
CIBC Financial Advisor: Jason Doucet
I can’t recommend Jason enough. He’s fluent in all areas of financial planning and is a one stop shop for all your financial needs. Great guy who’s worked with CIBC a long time and gets it done!
Chris Woods
09.09.2023
CIBC Financial Advisor: Jason Doucet
Most excellent
Julia Ufimzeff
05.09.2023
CIBC Financial Advisor: Jason Doucet
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!
Stephane de Raucourt
26.08.2023
CIBC Financial Advisor: Jason Doucet
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 “how 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.Stéphane de Raucourt
Alan Moghrabi
02.08.2023
CIBC Financial Advisor: Jason Doucet
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.
Kyla Feddersen
19.07.2023
CIBC Financial Advisor: Jason Doucet
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!!!
shelley robinson
14.07.2023
CIBC Financial Advisor: Jason Doucet
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

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2107 Harvey Ave, Kelowna, BC V1Y 9X4
CIBC Financial Advisor: Jason Doucet