Jill Bester, CIM, CFP

Client Relationship Manager / Partner

As an client relationship manager, I specialize in asset management and financial planning for clients.

I value honesty and transparency.  Our business is built on the understanding of our clients’ needs and objectives first and foremost. Trust is earned not granted and I strive to strengthen all relationships by doing the right thing. Continuing education throughout my career has been a professional accomplishment enabling me to reach my career aspirations.

As an avid golfer, I am looking forward to getting out on the course to try out my new driver.  I also love being with my family out on our boat exploring the Salish Sea or skiing up at Mount Washington. I am the proud mother to three amazing individuals and fortunate to have the love and support of my partner.

Meet Jill Bester

Insights

Portfolio managers discussing wealth transfer

How the Great Wealth Transfer Will Power Impact Investing

As Baby Boomers begin passing down their wealth in what’s known as the Great Wealth Transfer, experts expect up to $68 trillion will change hands in the coming years. And this transfer will have huge implications on the growing demand for values-aligned impact investment products that can help to power positive change.

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