CFP®, TEP and CLU®, DMA™
Wealth Planner, Advanced Wealth Planning Group
Jeff joined Wellington-Altus in December 2022 and is based in Toronto, ON. He is a Wealth Planner with over 11 years of experience in the financial planning industry with a speciality in tax and estate planning. Jeff is passionate about leveraging financial planning technology to navigate the many facets of an individual’s financial life and creating a plan to help achieve their goals.
Prior to joining Wellington-Altus Jeff has spent over 8 years in the tax and estate research department at a mutual fund and ETF manufacturer, and over two years at TD Wealth reviewing financial plans and conducting financial planning education presentations for a financial planner audience.
Jeff graduated from the University of Toronto with a Bachelor of Education and has obtained the CFP®, TEP and CLU®, and DMA™ – Corporate Tax Services Specialist designations.
Outside of work, Jeff straddles a busy schedule at home with two young daughters and squeezing in marathon training when time permits. Jeff is a competitive marathon runner having run over 30 marathons, including four Boston marathons and being a pace bunny for several Toronto Waterfront marathons.