Quadrus Investment Services Ltd.

Mutual funds and referral arrangements are offered through Quadrus Investment Services Ltd.

Biography & Qualifications

Jeff is a Senior Financial Advisor 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 has 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 has soon 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 security 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.