Throughout Jeff’s post-secondary education, he spent multiple semesters as an intern in the wealth management industry. It is here that he found his love and passion for helping people to optimize their financial situations. Upon successfully graduating from his post-secondary education and obtaining his investment and insurance licenses, Jeff began working as an advisor at Canada Life. After achieving award-winning success during his time at Canada Life, Jeff decided to further advance his practice for both himself and his clients by joining Walton Financial Group Inc.Jeff works closely with professionals, business owners and individuals to establish financial security plans tailored to meet their specific needs.
He believes that building strong personal relationships with his clients is an integral part of the planning process. Jeff prides himself on being able to provide his clients with the highest calibre of financial advice. His extensive knowledge of investment strategies, insurance planning, and tax and estate planning has enabled him to deliver his clients an unmatched degree of advice and service. Throughout Jeff’s career, he has continuously helped high-net-worth individuals and business owners navigate the processes of accumulating, preserving and transferring their wealth.
Jeff is an avid golfer during the summer months and enjoys skiing and travel in the winter. He resides in the south end of Barrie with his long-time partner Nicole and their dog Hank.