With over 15 years of experience in the investment industry Jeff has the extensive knowledge required to support our clients through their different life stages.
A Chartered Financial Analyst, Jeff is passionate about market dynamics and believes strongly in our fiduciary duty to our clients. He enjoys spending time researching companies, markets and looking at new strategies or investments for inclusion in client’s portfolios. Jeff also has a passion for the options market and using it to enhance client portfolio risk and return characteristics.
In his spare time Jeff enjoys curling, music, travel and spending time with friends and family.
