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Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance.  His expertise is custom investment plans, pensions, estates, and personal income tax.  Please see… Read more »
Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Courtenay, BC; Cambridge, ON; London, ON
519 747 4200
Seasoned CFP with 20 plus years of experience. I provide written Financial Plans to my clients, and do a lot of work with retirees. As part of my service, I have access to legal, tax, trust and estate advice. Read more »
Area serviced: Mississauga, ON