For nearly 40 years Jeff has provided sage financial and planning advice to successful business owners, professionals, high net worth families, along with a number of institutions. He has been recognized by his clients, peers and other professionals as a practical problem solver who truly has a passion for helping others navigate both business, economic and personal challenges, concurrent with developing deep and lasting relationships based on trust, integrity and a high standard of professionalism and expertise. Jeff also maintains a global perspective on wealth management and offers this view point:
"We are living in a world of uncertainty and the need to be forward thinking with a clear path to succession and care for the clients and their families that we have the privilege to serve has never been greater then now. Families not only need to be prepared for a historic transfer of wealth to the next generation and beyond, but their own well-being in the face of mounting debt levels by government and increasingly unsustainable entitlements. As financial advisers we too need to be able to offer a continuity of our services for the next 20 to 30 years meaning the stewardship of relationships, service and money management must be methodically and carefully transitioned to future leaders demonstrating the same care and passion to help maintain the important family values that are unique to each client. This is the clear mandate of Harmony Wealth Partners and I am so greatly appreciative of the support of this organization to help make this a reality for our clients, our growing team and as importantly the future generations of clients that will need critical planning and advice."
Jeff’s new role will be transitioning the day to day operations and relationship responsibilities to the well qualified expanded team at Harmony Wealth Partners (currently totaling 14 professionals and growing) and taking on four key new areas of responsibility – mentorship, chairing the strategic planning, assisting with new client engagement and planning, along with special advisor to client projects. Concurrently Jeff will be maintaining his professional Senior Portfolio Manager Licensing for a minimum of three years to assist with the transitioning of the discretionary portfolio management.
Jeff and his wife, Jane, call Kamloops their home. They have two married children, along with 5 grandchildren residing in Kamloops and New Jersey, USA. Jeff and Jane are active members of the community and enjoy travel, golfing, boating, and most outdoor experiences with friends and family as the opportunities present themselves.
