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Jeff Waite
CPA, CMA, CFP®

Address

311 George Street North
Peterborough, ON K9J6Y5

Languages

    English

My Background

Jeff Waite is an Associate Investment Advisor with Shepherd Wealth Management. He was born and raised in Peterborough and holds a Bachelor of Business Administration from Trent University. He is a Chartered Professional Accountant and Certified Financial Planner. Prior to joining Nesbitt Burns he specialized in personal and corporate taxation. He is a proud husband and father, and an avid cyclist. He has previously sat on the boards of the Alzheimer’s Society of PKLNH 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.