Jeff works directly with Cardinal clients to develop investment portfolios. He also provides financial and tax planning for high net worth individuals, families and 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 (CFA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He has a Bachelor of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba.

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