Who We Are
We help identify if your financial advisor is acting in your best interest.
AdviceCheck™ was founded by an experienced financial advisor who knows what to look for and what questions to ask.
We are conflict-free, conducting independent evaluations of financial advisors on behalf of individuals who want to know if their financial advisors are acting in their best interests, getting the best possible results and behaving ethically.
Our passion is to help you feel confident in your advisor, your assets and and your future.
AdviceCheck™'s mission is to educate clients and help them demand better from their advisors.
Unsatisfied with the state of the advisory community he observed in Canada, Jesse Kaufman felt he could do more to improve the industry from the outside, rather than from within. In 2019, he resigned from his position as Vice President, Portfolio Manager, and Investment Advisor at a major non-bank firm in 2019, to start AdviceCheck™ .
Jesse L. Kaufman
CAIA®, CIM®, AIFP™, FCSI®
His hope is that through a more educated and informed public, we can make a better financial world for all. His first book on the subject is due out in late 2020.
Formerly a Portfolio Manager at The Kaufman Wealth Group of Richardson GMP, Jesse is a Chartered Alternative Investment Analyst, Chartered Investment Manager, Accredited Investment Fiduciary, and a Fellow of the Canadian Securities Institute. He is the Past Chair and Founder of the Richardson GMP Alternative Investment Group and compiled the Richardson GMP AIG Due Diligence Checklist. In 2016 and 2017, he was named Best Advisor in the Country for Alternative Investment Expertise at the Canadian Wealth Professional Awards.
With nearly two decades of experience in wealth management, his areas of expertise include investment manager research and due diligence, alternative investments, portfolio construction, and client communication. Prior to joining GMP Private Client L.P. in 2006 (now Richardson GMP Ltd.), Jesse worked as a Consultant with some of Canada’s top tax accountants and estate lawyers. Before that, he worked at Merrill Lynch Canada and CIBC Asset Management as an Associate Business Consultant to Investment Advisors on portfolio construction and institutional manager selection.