Jeff Rask

Jeff Rask

CFP®

Conseiller en placement principal

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.

Nous utilisons des témoins sur notre site web afin d'améliorer l'expérience des utilisateurs, d'analyser et d'améliorer nos services et de savoir quelles informations vous intéressent. En continuant à utiliser notre site web, vous acceptez notre utilisation des témoins. Vous pouvez modifier vos préférences en matière de témoins dans les paramètres de votre navigateur ou de votre appareil. En savoir plus Comment supprimer les témoins