As a Senior Investment Advisor at Wellington-Altus Private Wealth, Jeff prides himself in offering his clients solid financial advice. Jeff was born in Shellbrook, SK and raised helping run the family farm. He eventually transitioned and took over the operation and management of the farm consisting of over 4,000 cattle.
Passionate about finance, 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, and insurance planning. Jeff’s team prides themselves on creating tax efficient investment solutions that will help you to a secure your financial future.
Prior to joining Wellington-Altus, Jeff was a top producer at his previous firm where he built an industry leading office in Saskatchewan consisting of 13 professionals, servicing about 4000 clients across the prairies. Jeff has continued his education throughout his career earning his CFP designation in 2014.