JEFF

Our role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future - from a simple bank account, to preparing the next generation to lead the family enterprise... We believe that our clients have chosen us because of our beliefs and values. One of the highest honors a person can give another is to allow them to manage their money. Our view is that we have to bring value added to the relationship. Our investment style and process keeps us in touch with our clients on a regular basis, while providing exceptional long term service.

Primary location: Waterloo