Jeff Conron

Jeff Conron

CFP®, TEP and CLU®, DMA™

Planificateur de patrimoine, groupe Planification de patrimoine avancée

Jeff Conron

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.

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