It all begins with you!
We go beyond numbers and investment products. We want to know about you! Your goals, dreams, priorities, and family dynamics. Everyone is unique. We take time to understand your life, which allows us to design the best solutions for each situation.
Global scope
Jeff has extensive experience working directly with many top rated global investment managers. He researches opportunities from all around the world to give clients portfolios protection and diversity. Jeff will keep you informed on global influences and complexities. He will explain how they may affect your future and will present strategies to best reach your goals.
Jeff is licensed to manage money for Canadians working and living in the US. His practice includes business owners, professionals, and retirees.
Solutions tailored to your needs and interests
Choose from our flexible service options: Have hands-on involvement in your portfolio decisions or enjoy the freedom of entrusting all your investments to our team.
We’re here to help with your financial priorities at each life stage, providing an unbiased, holistic approach.