CPA, CMA, CFP®
Address311 George Street North
Peterborough, ON K9J6Y5
My BackgroundJeff 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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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.