A graduate of the Asper School of Business Jeff uses his business knowledge and financial expertise to help business owners, professionals, and their families to create comprehensive financial plans focused around protecting and growing their most important assets. Guiding you through a proprietary process, The Wealth Optimization System, Jeff will take the time to help you to create clarity in your goals in order to make certain that the plan that he creates is actually getting you closer to what you want to achieve.
Jeff feels a great sense of responsibility towards his clients as he understands the impact and importance of the decisions he is entrusted to help them with. He has built his reputation on honesty and a commitment to providing his clients with a superior level of service.
Jeff joined the industry in 2008 after spending a couple of years in the Commercial Insurance Industry. Jeff is currently a FPSC Level 1 Certificate and is working towards the completion of the Certified Financial Planner (CFP) Program.
Jeff married his beautiful wife Kristin in September 2011, and together they welcomed their first child, Anna, in June 2012. Jeff enjoys spending time with family and friends, fishing, and landscaping his yard near Selkirk, Manitoba.