Senior Investment Advisor
As a Senior Investment Advisor at Wellington-Altus Private Wealth, Jeff prides himself in offering his clients valuable financial advice. Jeff was born and raised in Shellbrook, SK, where he eventually took over the operation and management of the family farm.
Passionate about business, Jeff decided to make a career shift into financial services in 2004. Today Jeff helps his clients build holistic, client centric financial plans. He specializes in wealth management focusing on the areas of retirement, estate, tax minimization, and insurance planning.
Prior to joining Wellington-Altus, Jeff was one of the top producers at his previous firm where he built an industry leading office in Saskatchewan. This drive and entrepreneurial vision has continued at Wellington-Altus, where Jeff leads his current team of 8 professionals. His vision is to continue expanding and adding quality, industry-leading professionals to his team across the prairies.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.