About me
Jeff has had the privilege of guiding individuals, families, and business owners with their financial affairs for over 25 years. During this time he has developed a passion and an expertise for educating and motivating Canadians with strategic financial planning strategies. These strategies have helped them to redirect millions of tax dollars from the Canada Revenue Agency to those charitable causes that are deeply meaningful to them.
Since 1999 Jeff has held the Certified Financial Planner® designation and has appeared on Global National TV and News Talk 770 CHQR radio in Calgary. He is a member of the Canadian Association of Gift Planners and is a past member of Rotary. Jeff’s personal philanthropic efforts have also extended to maintaining a family foundation that will eventually involve the next generation of his family.
