As an Investment Advisor with Canaccord Genuity Wealth Management in Toronto, Jeff draws on 13 years of wealth management experience to create and monitor financial road maps personalized to each client, including sophisticated investment and estate planning strategies.
Jeff is committed to objectivity and ingenuity. He believes strongly in the importance of investor education to cut through the noise and help people make the best financial decisions necessary to lead a richer life.
Jeff holds a Commerce & Finance degree from the University of Western Ontario. He is also insurance* and options licensed, and has completed the Professional Financial Planning course with the Canadian Securities Institute.
Jeff lives in Etobicoke with his partner, Brooke, and two young sons, Quinn & Owen. Outside of the office he enjoys pursuing many hobbies – golf, snowboarding, kite surfing, hockey, photography and music. Most of all, he enjoys time spent with his family.
Administrative Assistant - Wealth & Estate Planning Services
Having always had a keen interest in the Financial Service Industry, Elizabeth joined Canaccord Genuity’s Wealth and Estate Planning Team in 2019. Elizabeth is a graduate of Dalhousie University where she obtained a degree in Business Management. She has completed the Canadian Securities Course and is currently working towards the LLQP Designation.
Let's get in touch.
If you feel that we may be able to add value for you and your family, contact us today.