Jeffrey Wellwood, CFP, CIM

Portfolio Manager

416-699-4511 | Email me
416-699-2420 | LinkedIn
1-888-283-8512

Jeff specializes in creating tax-efficient wealth, financial planning, retirement planning and estate planning for clients looking to consolidate their investments under the care of a trusted advisor. He values building long-term client relationships and is dedicated to ensuring that everyone receives all the attention that they need

As one of my clients, you can delegate the day to day investment decision making to us and we will manage your assets for you according to a personally designed plan that will free up your time for you to live the life you want.

My wealth management team is guided by the principles of honesty, integrity, and being ethical in the affairs of all of our clients and their families. Our consistent, unparalleled level of service inspires confidence in our clients that their financial affairs are handled with the highest level of competency. Leveraging strategic relationships with leading professionals in taxation, estates, trusts, business succession planning and insurance, we can handle all your wealth management needs.

Madad Momin

Associate

416-425-1568 | Email me

Extended Team

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Connie Freitas, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


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Susannah Musselman, CPA, CA, CMA, CFP

Vice-President & Financial Planning Specialist, RBC Wealth Management


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Bobby Hinduja, CPA, CA, CBV

Vice-President & Business Owner Specialist, RBC Wealth Management