As a Wealth Advisor, I work closely with clients, sharing my expertise and advice to help you successfully realize your investment goals. My conservative approach and emphasis on managing risk is why I believe “that asset mix selection is the foundation of long term financial success.” I have built my business through working with High Net Worth clients and it is a privilege to be entrusted with the management of my clients' wealth.
My Mission is to provide clients with wealth-management services based on experience, integrity and loyalty.
The Wealth Advisory Approach
We’re here to help with all your financial priorities at every stage of your life. We proudly work hard at providing services that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, Preferred Plus banking, business planning, estate and insurance services, tax planning and annual tax preparation assistance.
Jeff’s Best Practices
“I believe that High Net Worth clients deserve High Net Worth Service.” As a Wealth Advisor, I believe that asset mix selection is the foundation of long term financial success. Managing my client expectations and emotions are very important to achieving our long term plans.
Service, Service, Service…
Reviewing Gain/Losses in December every year provides significant savings to client's tax bills.
“The Report Card” - Providing meaningful annual portfolio reviews in January allows clients to have a clear understanding of how they have performed in the calendar year. This is also a good process to make sure our target asset mix is correct.
Preparing personalized tax packages that are ready for accountants alleviates the stress on clients and makes the clients experience much better.
Offering Preferred Plus Banking - We have the ability and tools to have clients monthly bills paid through us at BMO Nesbitt Burns. This banking offering is very beneficial to senior clients who like a fully managed investment and banking experience.
Thank you for taking the time to visit. I look forward to hearing from you.