Jeff started in the financial industry in 1994 as a marketing / practice management consultant, claiming 3,000+ successful projects from trial direct mail to best-selling books. He became a well-respected industry speaker and author. Jeff delivered practice management workshops to thousands of financial advisors nationwide on behalf of some of the largest dealers, fund and insurance companies. Jeff authored over 40 articles for Advisor.ca and Investment Executive.
Jeff co-created the first robo-for-advisor business platform, which tackled the biggest pain points facing advisors. A few years before its time, he decided to take his collective experience to become a financial advisor. In his 5 years at his dealer, he built a successful practice through seminars within a niche market of 4,800 Consulting Engineers.
Jeff’s experience gives him the ability to understand industry issues as well as the pain points that advisors experience daily. Jeff holds a Bachelor of Commerce (B.Com.) from UBC Sauder School of Business.