Growing up in Dundas, a sense of community has been instilled in Jeffrey since a young age. Now with many years of experience as an Investment Advisor, he has the opportunity to contribute to the community.
As a key member of the Beckett team, Jeffrey works hard to provide his clients with a great experience and ensure that all of their financial needs receive his personal attention. Over the last few years, Jeffrey has put forth great effort to obtain his Chartered Investment Manager (CIM) designation. This accomplishment allows Jeffrey to specialize in high-level investment strategies, among other things. In addition to his CIM designation, Jeffrey is a Fellow of the Canadian Securities Institute (FCSI), the pinnacle of financial services credentialing 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 the industry.
His focus on Portfolio Management, Wealth Planning, and Client Education have helped him build lasting relationships with the families he works with and the new clients he meets.
In the spring of 2016, Jeffrey and his wife Lauren welcomed their first child, their son Carson. In his spare time, Jeffrey enjoys woodworking, spending time outdoors with family, and restoring a 17’ classic wooden boat, a 1957 Chris-Craft Sportsman.