About Jeff

Started Young: Worked on the floor Toronto Stock Exchange at 16
Got Lots of Education: Earned degrees in Public Affairs & Management and Sociology-Anthropology from Carleton University
Has A Lot of Experience: Portfolio Manager & Investment Advisor | RBC Dominion Securities (12 years) Senior Investment Advisor, Canaccord Capital (10 years), Business Manager, Wheaton Group (4 years)
I'm A Dad: I have two young sons, with whom I try very hard to keep up with on the ski hill and many other sporting activities
Finds Time to Give Back: Co-Chair, ‘Eye-Appeal’, the annual major giving event for the Canadian National Institute for the Blind, Founder/Sponsor of the annual 'Paul Kwari Memorial Golf Tournament', an annual fundraiser for The Heart & Stroke Foundation of Canada

LONG ANSWER: My Approach

I've got a pretty personal and comfortable approach towards client relationships. Cultivating real client connections is important to me (i.e. annoying habits of your kids, amazing professional achievements, craziest vacation stories, family events and drama, die-hard team loyalties - Go Leafs! etc.). That’s why I work with you in the ways that work best for you:

IN-REAL-LIFE (Gozen is my 'go-to' lunch meeting spot - but am always open to suggestions)
By PHONE & EMAIL (Because it’s with me 24/7)
Chatting over VIDEO (You can 100% be business on top and pajamas on the bottom)
This allows for the management of your assets in ways that will result in achieving your financial goals. I aim to offer different perspectives to all client interactions, resulting in a full-picture plan for your financial future.