As a second-generation financial advisor and business leader, Jeremy brings a legacy of expertise and commitment to his role. Specializing in collaborating with business owners and affluent families, his focus is on streamlining their financial landscapes and fostering long-term prosperity. With the average financial advisor in Canada nearing retirement, Jeremy and his team are uniquely positioned to ensure long-term financial plans are not only created, but executed and carried forward to the next generation.

With a passion for learning, Jeremy holds a number of prestigious accreditations including the CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter (CLU®), Certified Health & Insurance Specialist (CHS®), and Registered Retirement Consultant (RRC®) designations.

Beyond the world of finance, Jeremy has a passion for good food, soccer, and travelling to beach destinations. In his downtime he enjoys quality time with his partner Heidi and their Labradoodle Brodie.

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