Jeff is a Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® and Fellow of the Canadian Securities Institute (FCSI®). He brings over 20 years of Financial Services experience in creating holistic wealth management strategies for his clients. Jeff is registered as an Associate Portfolio Manager enabling him to offer customized discretionary investment management services. He has a passion for building strong relationships and helping business owners, individuals, institutions, families, foundations and trusts meet their unique set of financial goals.
Jeff and the team are committed to the highest level of service and professionalism, and they leverage their experience, extensive network of resources, and access to a comprehensive range of investment options to deliver best-in-class service and portfolio management to their clients, resulting in the team being recognized as a 5-star Advisory team by Wealth Professional Canada. He proudly holds an Honorary Bachelor of Science in Business Administration Degree (BSBA Hons), Certified Professional Consulting on Aging (CPCA®), Elder Planning Counselor (EPC) and Personal Financial Planner (PFP®) designation and is Insurance licensed for British Columbia and Alberta residents.
Jeff has lived in Kelowna since 1994 and takes advantage of everything the four seasons playground has to offer. He feels extremely fortunate to call the Okanagan home with his wife and two young children.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.