We work together to achieve your goals
Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Wealth Advisor & Portfolio Manager
English
Biography: Jeff began his career at National Bank Financial - Wealth Management in 1998 in Vancouver, after relocating from Ontario. He completed his BA at Western University, earning his CIM designation in 2003, and CMT designation in 2021. He specializes in investment management, security selection, asset allocation, technical analysis, and always prioritizes capital preservation. Jeff and his wife are long time residents of the Kitsilano neighborhood, and in his free time he enjoys running, skiing and golf.
