As a Chartered Financial Analyst, Jeffrey holds the most widely respected designation in the investment management industry. CFA charterholders are trained to understand what drives value in all dimensions of your financial life. They have mastered more than just the art and science of securities analysis and asset allocation, they also have expert level portfolio management skills including the ability to integrate tax and intergenerational wealth planning.
Jeffrey has extensive experience advising businesses, agricultural producers and families on innovative financial solutions. He will invest his time to gain a comprehensive understanding of your financial situation and what is important to you. He will develop a goals based financial plan that answers three simple yet crucial questions:
• Where am I now? (Current financial situation);
• Where do I want to go? (Long term goals and objectives); and,
• How do I get there? (Comprehensive tax, risk management and investment planning recommendations)
Born and raised in Saskatchewan, Jeffrey blends a prairie sensibility and work ethic with industry leading holistic wealth management to bring efficiency and clarity to your wealth decisions.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.