Jeff began his career in the investment industry in 2001 and continues to build successful client relationships with relevant, trusted wealth management advice. His family planning approach, market knowledge across assets classes and utilization of RBC Dominion Securities’ research and resources guides clients during volatile and uncertain times.
Jeff holds a Bachelor of Arts Degree in Economics from the University of Victoria as well as a Certified Financial Planning (CFP) designation from the Financial Planners Standards Council. He is also a Fellow of the Canadian Securities Institute (FCSI).
Coupling approachability and commitment to his clients with a professionally articulated wealth strategy, Jeff has a highly respected reputation in Victoria investment community. His clients’ confidence demonstrates the trust he has developed by providing financial guidance and wealth management advice.