Jeff Hoskins is a client-focused financial advisor with cross-border expertise, serving Windsor/Essex-Leamington and Chatham-Kent County for over 20 years.
Combing integrity, dedication, and a genuine commitment to listening, Jeff treats every client as it they are the only one, ensuring personalized and thoughtful financial guidance to meet your needs. He takes a hands-on approach, meeting regularly with clients to ensure their investments stay aligned with their goals, adapting to bother personal changes and market fluctuations.
With a deep commitment to helping clients achieve financial success, Jeff is a dual-licensed financial advisor specializing in cross-border wealth management. Whether navigating the complexities of international investments, tax-efficient strategies, or retirement planning across jurisdictions, Jeff provides tailored financial solutions designed to align with each client's unique needs and long-term goals.
Baked by years of industry experience and a client-first philosophy, Jeff takes pride in delivering clear, strategic advice to individuals, families and business owners including those with cross-border financial considerations. Whether you're an expatriate, a cross-border professional, or a Canadian beneficiary of a US inheritance, Jeff offers the expertise and personalized service to help you build and protect your wealth – wherever life takes you.
Education
Jeff completed his FCSI (Fellow of the Canadian Securities Institute) designation which is awarded to industry professionals whose superior training and experience exemplify excellence. It is the highest credential offered by the Canadian Securities Institute. He also graduated from Regis University with a Bachelor of Science in Business Administration. A firm believer in continuing education, Jeff has obtained his FMA designation from the Canadian Securities Institute and completed other advanced courses, which include Technical Analysis, Professional Financial Planning, Wealth Management, IPP (Individual Pensions Plans) & Advanced Estate Planning and Trust Strategies. Jeff also completed the Series 7 exam (6 hours) to be licensed in the US. Jeff most recently earned his CRPC, Chartered Retirement Planning Counselor designation, recognizing his specialized expertise in retirement planning for individuals and small business owners.
Family/Hobbies
Originally from Chatham, Jeff currently resides in Windsor/LaSalle, Ontario. He enjoys spending time with his wife and their children Kira and Hunter. When he is not working with clients, Jeff enjoys coaching hockey and volleyball and lots of fishing!
Let's create a strategy that works for you today and secures your financial future tomorrow. Contact Jeff Hoskins to start your financial journey with confidence.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
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