Jeff Wilson
CFP^®

My Background

Jeff obtained his Masters of Accounting degree at the University of Waterloo and started his career at an Accounting firm in Belleville, Ontario before joining the investment industry in 2005. Having earned his CERTIIFIED FINANCIAL PLANNER^® designation in 2010, Jeff now uses his quantitative talents to develop tax efficient investment solutions and comprehensive financial plans for our clients. Outside the office Jeff enjoys hiking, golf, hockey and all things outdoors. He has hiked the West Coast Trail, climbed Mount Kilimanjaro and Mount Rainier in Washington State. Recent expeditions include Denali in Alaska (formerly known as Mt. McKinley) and summiting Mt. Aconcagua in Argentina.