For over 40 years, Jeff has been dedicated to providing superior wealth management to high net worth families and small institutions. Today he manages nearly half a billion dollars in client funds.
While every client’s needs differ, the underlying tenets of proper investment management remain consistent; honesty, trust and transparency, discipline, hard work and ability. In a business where performance is constantly measured, we measure our success by the growth in our client’s trust, as well as their wealth. Many of our client relationships are 25-30 years plus.
With the backing of Canada’s largest financial institution, Jeff provides fixed income and equity strategies, and ongoing discretionary portfolio management. He also provides access to the full RBC platform of proprietary products and services, including capital markets, financial planning, research, insurance and trust services.
Performance data available upon request and in person.
