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As an Vice President, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice, Jeff strives to focus on each client to have a well-considered wealth plan that is tailored to their specific goals and needs. With over 20 years’ experience in financial services, Jeff has been helping clients to plan integrated wealth strategies since 2004.
Jeff has a Bachelor of Arts in Economics from the University of Calgary and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. In his free time, Jeff coaches his kids’ sports teams and enjoys getting out into the great outdoors.
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
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