Jeff cultivates long-lasting client relationships based on trust, open communication and a detailed understanding of their financial and life goals. His clients include high net-worth investors, executives and working professionals, retirees, and baby boomers thinking about retirement. Jeff combines personalized, tailored service with his significant business expertise to assist his clients in managing and protecting their financial futures.
He is a retirement expert who takes an integrated approach that addresses five key pillars of wealth management for retirees: retirement planning, investments, tax strategies, estate planning and insurance.
Jeff holds his CFP (Certified Financial Planner) designation and was one of the first advisors in Canada to receive the coveted CSWP (Chartered Strategic Wealth Professional) designation, which encompasses the most current wealth management strategies for high net worth individuals and retirees.
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