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 has earned the Professional Financial Planning designation and holds a degree in Economics and business. Married to his wonderful wife Niki, and father to 3 amazing young children (Asher, Hannah and Talia), he stays active in the community which sees him spend quite a bit of time on the ice as a volunteer coach for his son’s hockey team, and currently serving as a member of the board at his children's school. He is also a member of the Rideau View Golf and Country Club and enjoys spending time on the water – boating, waterskiing, diving, and deep sea fishing.
