Jeff specializes in developing clear and concise strategies to help clients achieve their long term financial goals and objectives. He believes in utilizing the most forward thinking ideas in tax, estate and financial planning to help make informed decisions regarding capital growth, income and preservation needs. With the full integration of his dedicated team, Jeff is committed to ensuring a world class investment experience through rigorous client discovery, strategic plan execution and ongoing monitoring and updating. Additionally, Jeff’s decision-making is centered on finding practical solutions to the most complex situations which has defined his career in the eyes of his clients, peers and the business community.
Jeff is also a lifelong learner who believes in the value of education. He holds an MBA from Queen’s University, along with a number of specialized financial designations, including Chartered Investment Manager (CIM). Jeff is a fully licensed Discretionary Portfolio Manager and a Fellow of the Canadian Securities Institute (FCSI). He is a founding member of the exclusive Peak Performance Peer Group (3PG), a collaboration of top professional Wealth Advisors in Canada striving to optimize wealth management outcomes for their clients.
Community minded by nature, Jeff and his wife Jane have been residents of Kamloops since 1989 and have two adult children, Alicia and Michael along with two beautiful grandchildren. Jeff counts family, travel and business related activities among his passions and enjoys outdoor pursuits such as golfing, hiking, hunting and fishing.
Exceptional wealth management requires dedication, focus and an unwavering commitment to the client and their family.