Jeff’s career as an Investment Advisor has spanned over nearly 20 years. He spent most of his life in the Nation’s Capital and is a Carleton University graduate. He began his career in Ottawa as an Investment Advisor with CIBC Wood Gundy and moved to Kingston in 2001 to join BMO Nesbitt Burns. Since joining BMO Nesbitt Burns, Jeff has built a very successful business and achieved his Wealth Advisor designation in 2011.
As a Wealth Advisor, Jeff works closely with clients, sharing his expertise and advice to help them successfully realize their investment goals. His conservative approach and emphasis on managing risk is why Jeff believes “That asset mix selection is the foundation of long-term financial success.” Jeff has built his business through working with high net worth clients. He and his team continue to provide an exceptional value added client service experience. Jeff, together with his wife Kelly and their two children are proud to call Kingston and the Thousands Islands their home.
Gina joined BMO Nesbitt Burns in 2001. She has completed the Canadian Securities Course required for her role and continues her professional development with additional coursework. Her work ethic and experience allow her to provide the best-of-class information and support to Jeff’s clients. Gina is a graduate of St. Lawrence College and is the mother of two wonderful daughters.