Financial Security Advisor
Jeff began his financial planning career in 2005, and has continually upgraded his designations through professional development. Jeff is committed to continuing education. He is currently studying for his Certified Financial Planning designation (CFP). Jeff is a member of Advocis, and Registered Deposit Brokers Association.
How to find a financial advisor who’s compatible with you and your lifestyle
Aug 01, 2022 - Canada Life
There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...Read more
Tips for talking to a financial security advisor for the first time
Jul 25, 2022 - Canada Life
Does the thought of financial security planning feel like unknown territory?...Read more