Jeff joined Cardinal in 2020, and brings with him 12 years of wealth management industry experience. Jeff works directly with Cardinal clients to develop investment portfolios as well as provide financial and tax planning for high net worth individuals, families and in particular, for incorporated business owners and professionals with complex financial needs. Prior to joining Cardinal, Jeff worked at MD Management, and RBC Dominion Securities. Jeff has earned several industry certifications, including the Chartered Financial Analyst designation, Chartered Investment Manager and Certified Financial Planner designations. Jeff holds a Bachelor of Commerce (Honours) Degree from the Asper School of Business at the University of Manitoba.