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    Jeff Waite
    CPA, CFP®, CIM®


    Address

    109 Hunter Street East
    Suite 100
    Peterborough, ON K9H 1G7

    Languages

      English

    My Background

    Jeff Waite is an Investment Associate with Shepherd Wealth Management. He was born and raised in Peterborough and received his Bachelor of Business Administration from Trent University. He holds the Chartered Professional Accountant (CPA), Certified Financial Planner (CFP) and the Chartered Investment Manager (CIM) designations. He is a proud husband and father, and an avid cyclist. He currently sits on the board of the Peterborough Trailbuilders Association. He previously sat on the Board of Directors for the Alzheimer’s Society of Peterborough, Kawartha Lakes, Northumberland, Haliburton and the Peterborough Cycling Club.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.