Jeff brings over 20 years of financial services experience to the team. He joined The Morcom Wealth Management Group in 2017 where he identified a better opportunity to service his clients. Upon transition to Wellington-Altus Private Wealth, Jeff has made partner of The Morcom Wealth Management Group alongside Founder, Darren Morcom.
Following a disciplined approach and taking the time to understand his client’s needs, Jeff customizes a tailored investment and financial plan for each of them. With a natural ability to nurture and grow relationships with his clients, he ensures they receive the most comprehensive wealth management solutions. Throughout his career he has been recognized numerous times at the annual Best of the Best Conference and as a Conference of Stars honoree.
Jeff is fully accredited and highly qualified in the wealth business, holding 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®) designations. Jeff is also Fellow of the Canadian Securities Institute (FCSI®) and holds his Insurance Council of BC Life Insurance License.
Jeff has lived in Kelowna since 1994 and takes advantage of everything the four seasons playground has to offer and 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.