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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.  He is also an Elder Planning Counselor.  Please… Read more »
Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC
1 800 893 0014 or 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
905-306-0031