The Dahms Wealth Management Group is a team comprised of investment professionals lead by Jeremy Dahms. Our role is to help you with your financial objectives, while observing your unique lifestyle and risk tolerance. To this end, we focus our time and energy on getting to know you: where you are now and where you want to be. Then we build a wealth management program just for you. Our holistic approach to asset allocation and diversified investing helps us to identify opportunities and weather unpredictability within the market. We guide your investment choices and provide personalized retirement planning, estate planning and insurance through our in-house estate and insurance advisors. For clients who prefer a more hands-off approach, we also offer discretionary portfolio management services through National's Ambassador programs.
2020 Top 100 in Finance
Jeremy was featured in the Spring Edition 2020 of the Top 100 People in Finance magazine for North America. The magazine which is based out of New York, features individuals who have distinguished themselves within their industry, career and community. Find more out about Jeremy here.
2019 Wealth Management Excellence Award - Alberta and the Okanagan Region
This award recognizes the Wealth Advisor who has distinguished
himself through a brilliant management of financial assets and who has
guided his clients towards the achievement of their objectives in
terms of their overall wealth and management strategy. In addition,
pension planning, tax and estate planning, and the inclusion of
related solutions such as insurance and banking are part of his model.
He has superior performance in both asset growth and performance
relative to his peers.
2018 Wealth Advisor of the Year - National Finalist
Jeremy was one of only four advisors across Canada nominated as the Wealth Advisor of the Year in 2018 for National Bank Financial.
2018 Wealth Advisor of the Year - Alberta and the Okanagan Region
Jeremy was once again chosen as the "Wealth Advisor of the
Year" for the Alberta and the Okanagan Region in 2018. This award
recognizes Wealth Advisors with superior performance to that of their
peers, as well as exceptional management of their clients' assets. The
criteria for evaluation are: quality of investment management, total
assets, asset growth, portfolio performance (sharpe ratio), adherence
to the firm's code of ethics and level of social commitment.
He previously won in 2014 and has been nominated as "Wealth Advisor of the Year" in 2015, 2016, and 2017.
2014 Wealth Advisor of the Year - Alberta and the Okanagan Region
Jeremy was selected as "Wealth Advisor of the Year" for
the Alberta and the Okanagan Region in 2014. This distinction, which
is awarded on an annual basis, recognizes Wealth Advisors with
superior performance to that of their peers, as well as exceptional
management of their clients' assets.
2009 PriceMetrix PriMe Award
In 2009, Jeremy was one of only 50 advisors in Canada that was
awarded the PriMe Award from Price Metrix.
Pricemetric evaluated over 7000 advisors and ranked them in 3 main categories and using 13 different quality measures. The awards were designed to recognize advisors who achieved a level of excellence in managing and growing their business. The criteria was based on a measurement of characteristics including medial household assets and relationship depth.
We sleep nights even through times like these because of our trust in your market knowledge.”
T & S
“I appreciate all your efforts in handling my accounts, and your ensuring maximum efficiency in all the transactions. This has been the case since I began my association with your Team, and I look forward to many more years together.”
"Thank you for meeting with me this morning to discuss my financial retirement. Your expertise in this area is invaluable to me. I am extremely happy that you did not "sugar coat" my worst case prediction. I totally felt we were on the same page, because I am a realist. Sometimes I don't want to hear the HARD facts, but in this case you were perfect. Because of your expertise, I have full faith in you and your advice, which I will take wholeheartedly. I feel I am on track with my financial well being and you have put me at ease to go forward with new knowledge and insight. Thank you for all your hard work and kind efforts on my behalf."
"We have been very happy clients of Jeremy Dahms since 2005 after moving to him after much due diligence. Jeremy's investment philosophy and approach with us has set us on a confident path to wealth management that will serve us well into retirement. He takes the time to share his rationale for each investment recommendation in a way that instills confidence and lets us sleep at night knowing that he helps us manage our investments like they were his. We look forward to a partnership with Jeremy for many more years."
M & N
“I really appreciate the thorough research they do on any recommended investments they make for me. I find the candid and open comments on portfolio management and strategy they give me to be most beneficial in guiding the returns on investments I receive under their direction.”
When I am uncertain about my choices or decisions, I will either call or email Jeremy and he is always willing to explain my options and what is in my best interest… He always has time and he is always listening to what you, the client wants. He has always respected my feelings and he makes it simple for me to understand and I find that very comforting when I have to make my decisions."