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 successfully completed his Certified Financial Planner Designation in 2016, showing his commitment to learning and adding value to his clients through the comprehensive financial planning concepts taught in the course.
Jeff married his beautiful wife Kristin in September 2011, and together they have three children: Anna, Ellie and Marek. Jeff enjoys spending time with family and friends, fishing, and landscaping his yard near Selkirk, Manitoba.
Mortgage referrals and insurance products, including segregated fund policies, are offered through McArthur Financial Services, and Investment Representative Jeff Yavis offers mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.