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Jeff has spent over two decades working with high net worth traders and investors of real estate, commodities and securities in Canada, Europe and the United States. As a result of his broad business experience, he is able to provide clients with a unique well-rounded perspective on wealth management.
Jeff's highly disciplined and process driven money management technique and advisory service is best suited to individuals, families and businesses that have accumulated in excess of $1 million of investable assets personally or within their business.
Jeff is very proud to be a part of TD Wealth's Private Investment Advice, a division of TD Bank Financial Group that was created to offer the highest caliber of service, products and expertise to Canada's affluent families.
After considerable consultation with clients, the team has developed an investment discipline based on the following tenets:
1. Steady Income Distribution
2. Focus On Capital Preservation
3. Security Issuer Quality
4. Tax Minimization
5. Meeting client goals while exposing their portfolios to the minimum risk level necessary to achieve the objective
Toll Free: (866) 577-0377
Fax: (519) 758-1680
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
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.