For Jeff, the most satisfying part of his job is helping people reach their financial goals. He uses his over 20 years’ experience to focus on listening to each of his clients because he believes everyone’s needs and financial goals are unique.
Jeff is a graduate of Queen’s University, where he received his B.A Hons in 1997. He previously worked as a Financial Planner at IPG before joining Raymond James in 2010. Jeff received his CFP designation in 2000 and his CLU designation in 2006. Jeff offers complimentary Financial Plans to his clients and specializes in retirement planning, tax minimization and wealth accumulation strategies. Jeff also prepares income tax returns for his clients.
Jeff is a Kingston native. He and his wife have identical twin girls. In his spare time Jeff plays hockey and soccer and volunteers as a coach for his daughter’s hockey and soccer teams.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.