Jeffrey is passionate about learning his client’s story and helping them achieve their financial and life goals. He develops the comprehensive plan that addresses their unique wealth management needs, engaging his team of experts to provide specialized advice as needed. Jeff provides ongoing guidance and advice to clients and oversees portfolio design.
Jeffrey has been managing wealth for private clients for over a decade. He brings a disciplined planning approach to RBC Dominion Securities after spending eight and a half years guiding clients as a Financial Planner with RBC Royal Bank. Jeffrey is an accredited financial planner, holding the industry’s gold-standard Certified Financial Planner designation since 2009. He also holds the Chartered Investment Manager designation and is insurance licensed. Prior to starting his career in wealth management, Jeffrey obtained a Bachelor of Applied Science and Engineering degree with a biomedical specialization from the University of Toronto in 2004.
Outside of the office, Jeff is an avid squash player, mountain biker, kite surfer, and skier. He likes to give back to the community through volunteering with Vancouver Adaptive Snow Sports and by playing an active role in the squash community. Jeffrey and his wife, Jerica, live on the North Shore with their two French bulldogs, Lou and Gus.