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Jeff has over 24 years of experience in the brokerage industry and is dedicated to helping his clients realize their goals and ambitions.
Jeff has the extensive cash management and fixed income experience needed to help his institutional clientele achieve their goals of safety, income, liquidity, and rate of return.
Jeff was awarded as the winner of National Bank Financial Wealth Management Regional 2018 Portfolio Management Excellence Award. A National Bank Financial Wealth Management President's Club member and graduate from UBC and BCIT, Jeff is passionate about his chosen profession. Jeff holds the following professional designations:
- Chartered Investment Manager (CIM)
- Certified Financial Planner (CFP)
- Financial Management Advisor (FMA)
- Certified International Wealth Manager (CIWM)
- Fellow of the Canadian Securities Institute (FCSI)
- Life Insurance Agent
In his free time, Jeff enjoys soccer, skiing, wine tastings, gym workouts, and traveling with friends and family. Jeff's charitable efforts are focused on BC Children's Hospital, Peace Arch Hospital Foundation, and the Kidney Foundation. Jeff lives in Ocean Park with his wife, and two daughters.