“We cannot direct the wind but we can adjust the sails”
Jeff is at the helm of this team of professionals, and combined they offer over 62 years of experience in the financial services industry. As an investment advisor and licensed insurance agent, Jeff chose to join Raymond James because of its sterling reputation as a world class full service investment dealer that shares his values of always putting the needs of his clients first. Through Raymond James, he has the opportunity to provide unbiased advice which allows him and his team to deliver the broadest possible choices all tailored to meet his clients’ wealth management needs.
Jeff and his team pride themselves on offering comprehensive and clear wealth management plans.
They work to narrow all the options in front of you down to only those that are most relevant to your personal circumstances, so that you are presented with the solutions best suited to each area of your finances.
After all, there is more to your goals than an investment portfolio or a retirement plan alone can account for, so there should be more to your relationship with your advisor.
Planning for your future should make sense
Jeff is passionate about nurturing a relationship with you and your family. He listens to your reasons for investing, whether it’s retirement at the lake, traveling, helping your family or leaving a legacy. He takes into consideration your dreams, goals and fears; then you work together to develop a strategy that makes sense for you. Our clients recognize how important it is to have this open, easy relationship with their investment advisor. He strives to understand your life, not just your money.
Understanding your financial goals comes down to education. Simple terms on how your money is invested, and how your money can work for you is a key component of becoming a good investor. Investment and insurance solutions are unique and may not be the same for your relatives, friends or neighbours. As you transition through life, you will likely need to make changes to your strategy and your goals. Jeff will work together with you to ensure that your dreams and goals are met. He and his team work hard every day to earn your business
Jeff continues to provide free educational seminars and workshops and is a guest speaker at many schools and events.
Jeff is married and the proud father of two grown children, Nicole and Mark. He enjoys sailing on Lake of Two Mountains and spending time with his rescue dogs Murphy and Jack.