Clients
Business Owners
I will evaluate your current set up to ensure that your business and personal assets are working together in the most efficient way possible. I can also help you set up employee retention plans such as Group RRSPs and/or health benefit packages.
Families
I can help put together a comprehensive financial plan that includes retirement planning, education planning for your children, guidance on how to pay down your debt and cash flow planning.
Professionals
I can help you decide between paying down debt, investing in a TFSA or buying an RRSP. I can review your group health plans and group RRSP choices.
Rural Residents
I come to you and meet you at your house or place of business at times that fit into your busy schedule. Everything we talk about remains completely confidential.
What People Say
Jeff has helped me with my investments for several years now. He is knowledgeable in many aspects. He never hesitates to take the extra time to meet with me or to look into questions that he may not have answers to. I’m very risk averse and Jeff has successfully managed my investments in a conservative but profitable manner. I would definitely recommend Jeff for your financial advisor needs.
I've known Jeff for more than 25 years. I welcomed the opportunity to have someone I know, trust and respect look after my financial interests. Jeff is approachable and offers sound, practical advice!
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.
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.