For experienced investors who are now ready to enjoy the rewards of success, Jeffrey can assist you in administering your portfolio, maximizing your returns and if needed, generating income to support your lifestyle.
Jeffrey has been providing sound investment advice since 1995. Jeffrey's industry experience includes a position as National Business Development Manager with an investment advisory division of a well known wealth management firm. He then built a successful investment advisory practice with a well respected wealth management firm before joining RBC Dominion Securities in 2006. Through his work experience, Jeffrey has an extensive background in asset management, wealth management techniques, estate planning and discretionary investment management.