Founder

After serving  for over 2 decades as a Chartered Professional Accountant & Controller in the banking & group benefits industries, Jeffery altered course to pursue his passion to work closely with people by contributing to the success of small business owners & their families in the areas of financial security, wealth management, group health insurance & group retirement.  

Since January 2022, Jeffery has been building relationships in both Manitoba & British Columbia for the practice as a Financial Security Advisor with the Canada Life Assurance Co.

Jeffery serves the not-for profit sector as a governor for an educational institution & is a father of 2.  He is a lifelong learner, enjoys watching his daughter play basketball & is intent on helping others live a fulfilling life by striving for what is most important to them.