As the primary Consultant at the practice, Jeff is personally invested in the financial success of each client. He is an excellent conversationalist and engages in genuine connections with clients, enabling him to personalize planning goals. Coming from humble beginnings in a small town in Newfoundland, Jeff has had many ventures before finding his passion in personal financial planning. Jeff understands the value of a hard-earned dollar, which is why you can trust him to protect and grow your portfolio. As a former journalist and published author, Jeff will get to know your story and personalize your plan and build your potential.

While he and his wife Sara are both very career-oriented, they are also extremely family-focused, cherishing as much time as possible with their three children and two grandchildren.

“The most rewarding aspect of this career for me is getting to know clients on a deeper level and helping them build their potential from the successes they have had both financially and personally.”