Jeff Park
Jeff Parks, CFP®, CLU Financial Advisor

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.

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC.

BrokerCheck logo.