Jeffrey has been in the financial services industry since 2008 and specializes in providing all-encompassing wealth management plans for high-net-worth clients.
Jeffrey’s primary focus is on financial forecasting and portfolio management, helping you to build and protect your wealth. In addition to being a Chartered Investment Manager (CIM), Jeffrey is a Fellow of the Canadian Securities Institute (FCSI) – a highly prestigious credential in Canadian financial services, reserved for industry members that demonstrate advanced education, esteemed ethical conduct and advanced experience.
A native of Dundas, Jeffrey is married and the father of two boys. In his spare time, he enjoys woodworking and spending time outdoors.