BSBA (Hons), CFP®, CIM®, FCSI®
Senior Wealth Advisor, Senior Financial Planner & Associate Portfolio Manager
A partner in the Morcom Wealth Management Group, Jeff brings over 20 years of financial services experience to the team. He joined the group in 2017 where he identified a better opportunity to service his clients’ wealth management, estate, trust, insurance and retirement planning needs. Following a disciplined approach and taking the time to understand his clients’ needs, Jeff customizes a tailored investment and financial plan for each of them.
Jeff is highly qualified in the wealth business, holding the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and is a Fellow of the Canadian Securities Institute (FCSI®). He also holds an Honorary Bachelor of Science in Business Administration degree (BSBA Hons), is a Certified Professional Consulting on Aging (CPCA®), Elder Planning Counselor (EPC) and Personal Financial Planner (PFP®). Lastly, Jeff holds his Insurance Council of BC Life Insurance License. Throughout his career he has been recognized numerous times at the annual Best of the Best Conference and as a Conference of Stars honoree at his former bank-owned firm.
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.