Cameron Wood, CFP
is the newest member of our team in the role of Sales Assistant and is completing the requirements to become an Associate Investment Advisor. He assists Jeff with client meetings, investment research, and compiling information for retirement analysis reports.
In addition to supporting Laura with account administration and client service, Cameron is a Life Insurance Advisor and has completed the Accident and Sickness Insurance Agent program in Alberta and is able to provide assistance to clients in these areas as well. If you have any questions regarding these items, please feel free to contact Cameron directly.