Helping You Plan Your Financial Future

Helping You Plan Your Financial Future

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Adding Value To My Clients

My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.

Mission

To educate you to allow you to make informed decisions to achieve all of your financial goals in a tax efficient manner.

Vision

To bring high quality financial advice to everyone. Whether you have $1 or $10,000,000, you should have access to sound financial advice.

Services Offered

What I Do Diagram

People I Can Help

Who I Help
TESTIMONIALS

What People Say

We have been investing under Jeff's guidance for a few years now and have always been pleased with his professionalism and knowledge.  He responds to all of our questions in a thorough and timely manner and keeps our family's goals in focus when making suggestions.  Our family has been through a lot of changes since working with Jeff and knowing that our money is being well managed for our future, our children's education, emergencies and even a little fun along the way is a level of security we could not accomplish on our own.

Leslie S. Penticton, BC

Jeffrey always listens to us and finds solutions that fit our situation. He is able to explain financial concepts in a way that anyone can understand and that gives us peace of mind.

Larissa J. Edmonton, AB

The world of financial planning and investments can be very daunting without the proper education or know-how.  With having known Jeff for over 18 years, I felt very comfortable with using him as my family’s financial advisor.  The professional manner in which he conducts himself is very refreshing and the honest dialogue he provides helps get exactly what we want out of our investments. Transactions are conducted with ease and with very little worry, which is what we were looking for in a financial planner. Retirement and investment planning should be stress-free and that is what Jeff provides for our family.

Ryan G. Strathmore, AB

I have known Jeffrey for several years and he has been professional, helpful and eager to assist in any way I have needed. He is dependable and quick to answer to emails. I highly recommend him!

Karen K. Boyle, AB
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