Jeff supports First Avenue’s wealth advisory practice with comprehensive financial planning, guiding clients through the planning process from discovery to delivery with clarity and structure.
He brings over 16 years of experience in the financial services industry, having worked across a range of advisor support functions including client service, tax and estate research, and full-scope financial planning. Prior to joining First Avenue, Jeff held financial planning roles within both bank and private wealth management channels, including experience at a cross-border firm.
Jeff is a Certified Financial Planner, Trust and Estate Practitioner, and Chartered Life Underwriter, reflecting his commitment to a disciplined and well-rounded approach to wealth planning.
Outside of work, Jeff enjoys spending time with his two young daughters and is an avid runner, having completed over 30 marathons, including four Boston Marathon appearances and pacing at the Toronto Waterfront Marathon.