Serving Windsor/Essex-Leamington and Chatham-Kent County for over 20 years.
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Jeff is dedicated to assisting his clients in achieving their financial needs. He uses a hands-on approach, meeting regularly with clients to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
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.
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!
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.