Jeff is a Financial Planner at Walton Financial Group, focused on helping clients make confident, informed financial decisions. He works closely with families, professionals, and business owners to create tailored strategies that support their goals and bring clarity to all aspects of their financial lives

Biography & Qualifications

Jeff is a Senior Financial Planner at Walton Financial Group. During the years of his post-secondary education, Jeff spent several semesters as an intern in the wealth management industry. During this time, he discovered his passion for helping people improve their financial situations. After successfully graduating and obtaining his insurance and investment licenses, Jeff started working as an advisor at Canada Life. He rapidly achieved award-winning success and decided to advance his practice by joining Walton Financial Group Inc..

Specialization

After joining the Walton Financial team, Jeff successfully completed his Financial Planning designation as a QAFP professional. Jeff works closely with business owners, professionals, and individuals to develop financial plans customized to meet their specific needs. Jeff is a firm believer that building strong relationships with his clients is an important part of the financial planning process. In addition, his extensive knowledge of insurance planning, investment strategies, and tax and estate planning allows him to deliver an unmatched degree of service and advice to his clients. Throughout his career, Jeff has continuously helped high-net-worth business owners and individuals navigate the processes of accumulating, preserving and transferring their wealth.

Investia Investment Services Inc.

Mutual funds and referral arrangements are offered through Investia Investment Services Inc. Insurance products are provided through multiple insurance carriers. Segregated fund products are offered through Financial Horizons and multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.