Jeff joined our team in December 2021, bringing 10 years of experience in financial services in the banking and wealth management sectors. He holds a Bachelor's degree of Management with a double major in Finance and Marketing from the University of Lethbridge. Jeff believes every client is unique when it comes to their finances and takes the time to understand what matters most to them. He is passionate about delivering the highest level of trust, experience, and commitment with every engagement. He provides a personalized service as he works alongside to create and monitor your comprehensive financial plan that has been tailored specifically to you.
Born and raised in Calgary, Jeff enjoys spending time with his wife and young daughter, working on his golf game and nourishing his reputation as a foodie through new restaurants and recipes.