We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|403-261-4690 ext. 489|
"I am passionate about helping people save and plan for their future. I want people to be successful, to believe in themselves and to know that they can achieve their goals if they put their mind to it. Spending time with my clients educating them on different aspects of financial planning so they are aware of their options is something that is important to me. I also want to assist my clients along the way for years to come and ensure that they are in control of their own finances and follow through with their plans and dreams."
Jeff was born in Calgary and raised in High River throughout his childhood.
Jeff is a Certified Financial Planner® (CFP®) and President of Eternal Wealth and Estate Solutions. He graduated from the University of Lethbridge with a Bachelor of Management Degree, majoring in Finance. Jeff is a volunteer and member of the Million Dollar Round Table – The Premier Association of Financial Professionals. He has been in the industry since 2005 and is recognized worldwide to be within the top 3% of financial professionals. In his spare time, Jeff enjoys golf, hockey, construction, and spending time with his family.
|403-261-4690 ext. 432|