Jeffrey P. White

Director, Vice-President, & Portfolio Manager

613-566-3505 | Email me
613-566-7600
800-461-1958

Working with a selective client base allows Jeff the time to develop personal lifelong relationships with his clients. These relationships provide him with the in-depth understanding of his clients needs – as well as the level of trust – required to implement a personalized strategy and actively manage their portfolios in the face of today’s seemingly overwhelming markets.

For over 30 years, he has successfully been dedicated to providing the highest level of customer service and superior wealth management to high net worth individuals, small businesses, trusts, estates, charitable organizations, endowment funds and foundations.

Having the prestigious designation of Portfolio Manager, allows Jeff the trust of managing accounts on a discretionary basis through our Private Investment Management process, which frees his clientele from the day-to-day management of their wealth so they can focus on their priorities in life.  Doing what is right for our clients is our main focus.

Janine Fawcett, CIM, Senior Associate Advisor

You may notice something different, Janine has a new last name!  We congratulate her on her marriage in June and wish her many happy years!

Janine has worked in the industry since 1987 and has been a valuable member of our team for over 20 years.  She is a qualified advisor and focuses on the creation and monitoring of customized portfolios and asset allocation models to suit our individual clients needs.  She supports in the implementation of our investment strategy and manages client service questions regarding research, taxes, portfolio proposals and wealth management.  She was instrumental in the development of donation strategy and ongoing support for a large charitable organization.  Janines realm of expertise will provide you with the expert assistance you need, when you need it.

 

Josie Ibrahim, Executive Administrative Assistant

Prior to joining our team in 2005, Josie spent 10 years working at a major financial institution.  She is the first point of contact to a superior client experience.  She promptly and efficiently fulfills the service request of our clients. She has an extensive knowledge on all our internal applications, including client mailings, tax packages, on-line access, funds and security transfers, and adhering to regulatory requirements.  She is well respected by our clients and their other professional advisors, for both her integrity and her high level of service.