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Jeff is a Senior Vice President and Investment Advisor at TD Wealth Private Investment Advice, and has been providing comprehensive wealth management advice and solutions to individuals, small business owners and their families since 1993.
He is committed to providing exceptional service to each of his clients and tailored investment strategies. He works with his clients to create customized, personalized wealth retirement plans to help build and protect their financial futures.
The cornerstone of his business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. By engaging TD Specialists when appropriate, the comprehensive scope of investments, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies can be properly addressed.
His career began in the investment industry in 1993 after graduating with an Honours Bachelor of Business Administration at Wilfrid Laurier University. Jeff has consistently been identified as one of the leaders within TD Wealth Private Investment Advice, having been awarded the firm's prestigious President's Club* and Merit** awards annually since 2004. This demonstrates his commitment to a high level of client service and understanding of his clients goals and aspirations.
He has been married since 1997 and has two children. His spare time is devoted to activities that surround his family, whether up north or in his community.
Toll Free: (866) 241-5235
Fax: (416) 521-6224
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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