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 make an impact with strategic charitable donations
Dec 01, 2022 - Canada Life
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more
How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more