BSBA (Hons), CFP®, CIM®, FCSI®
Senior Wealth Advisor, Portfolio Manager &
Senior Financial Planner
Jeff is the Founder of Buskell Wealth Management, where he leads with a client-first philosophy and a commitment to building lasting, values-based relationships. With over 20 years of experience in the financial services industry, Jeff has dedicated his career to helping individuals, families, professionals, business owners, trusts, and organizations make informed decisions about their financial future.
As a registered Portfolio Manager, Jeff offers discretionary investment management, allowing him to tailor portfolios and strategies that align with each client’s unique goals, needs, and priorities. He holds multiple professional designations, including Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® and Fellow of the Canadian Securities Institute (FCSI®) – a distinction that reflects both his professional expertise and commitment to ethical standards.
What truly sets Jeff apart is his down-to-earth, relationship-driven approach. He believes in taking the time to listen, understand, and partner with clients at every life stage – offering not just financial advice, but clarity, confidence and peace of mind. Together with his team, Jeff helps simplify the complexities of wealth through personalized financial planning, thoughtful risk management, tax optimization and a long-term perspective.
Jeff holds an Honours Bachelor of Science in Business Administration (BSBA Hons) and has completed specialized training in aging and retirement planning as both a Certified Professional Consultant on Aging (CPCA®) and Elder Planning Counselor (EPC). He is also licensed to provide insurance solutions for residents of British Columbia and Alberta.
Jeff has called Kelowna home since 1994. He and his wife feel fortunate to raise their two young children in the Okanagan Valley, where they embrace the region’s four-season lifestyle – enjoying skiing, hiking, biking and making the most of life together.