Jakob Reichert CFP®, CIM®
Jakob Reichert’s first real finance education didn’t happen in a lecture hall. It came in hockey dressing rooms, on buses, and around teammates who suddenly had real income (sometimes before they had any structure to protect it).
As a hockey player, Jakob grew up alongside athletes who reached every level of success: minor hockey, NHL camps, and a small group who became household names. This gave him a front-row seat to what happens when a young person starts receiving a six-figure paycheque every couple of weeks and doesn’t know what to do with it.
He watched signing bonuses disappear into brand-new vehicles. He watched money get spent on “looking the part.” He watched smart people make bad decisions because they didn’t have a plan and didn’t have anyone in their corner to protect them from themselves.
That early exposure shaped the lens he still uses today: wealth decisions are rarely driven by math alone, they’re usually driven by emotion first.
We interpret risk through the filter of past experiences. We sometimes confuse short-term comfort with long-term security. We chase the feeling of momentum. Or we sit on cash because it feels safe.
Today, as a Financial Consultant with the Gibbings Aylward Group in Kelowna, Jakob’s work is about building the one thing emotion can’t easily hijack: a process. A structure that holds up.
As a CERTIFIED FINANCIAL PLANNER® professional and CHARTERED INVESTMENT MANAGER®, he pairs technical planning with something just as important: behavioural guidance that helps clients stay steady when emotions run high.
Because the point of all that structure isn’t just to protect wealth: It’s to help you find freedom. The freedom to travel, buy the cabin, support family, give generously, or stop second-guessing every financial move.
Jakob starts by asking what freedom looks like in your life, then builds a plan designed to get you there.
If you want your money to feel less like pressure and more like possibility, connect with Jakob and start the conversation.