Jeff has 20+ years of experience in the financial services industry, starting his career with TD Canada Trust. Since then, Jeff has developed and grown his knowledge in all areas of Wealth Estate Planning by working within every aspect of the process, from educating Advisors on insurance-based product, to business development, to client-facing full-service Estate Planning.

Jeff’s passion for Estate Planning was recognized when he learned that there is more to it than creating a Will and passing assets on to the next generations. From his experience, he has recognized that proper Estate Planning should be an essential part of the wealth management process. He feels that Estate Planning should be approached with the consideration of softer issues, in addition to legal creation and tax planning. Jeff’s ultimate goal is to properly structure estate plans so that it not only reduces the taxes and expenses of your estate but also simplifies and expedites the transition of assets to the next generation and ensures that your beneficiaries are protected, ultimately providing harmonization within your family once you are gone.