Jeremy has built a wealth management career spanning more than 17 years.
After working extensively as a Private Banker, Jeremy moved his wealth management practice to RBC Dominion Securities. A licensed financial planner (PFP), Jeremy uses a top down approach to wealth management, working with clients, to understand broader goals and objectives, to build comprehensive wealth management, and investment solutions.
Traditionally, investing, banking, and financial planning have been addressed separately by individual professionals, an approach that can have limited success. Jeremy uses his Family CFO Approach, a comprehensive strategy to harmonize each aspect with the larger picture, to eliminate gaps and inefficiencies. The Family CFO Approach creates consistency across several disciplines for managing and protecting wealth, while also planning for future generations.
Jeremy holds both the Chartered Investment Manager (CIM) and Professional Financial Planning (PFP) designations. He also holds a degree in Economics and business.
Jeremy and his wife Niki have 3 children (Asher, Talia, and Hannah). When they are not moving between hockey rinks, gymnastics studios and music lessons, the family enjoys spending time on the ocean.