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| Jeff and his Family |
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| About Jeff Gregory |
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| Jeff began his career with Desjardins Financial Security Independent Network and Investment Inc. over 10 years ago. Jeff has earned his CFP(Certified Professional Planner, PFP (Professional Financial Planner), and RHU Registered Health Underwriter) designations. Jeff has worked diligently for his clients in preparation for their present and future financial obligations. With a continual focus on current policies and procedure, Jeff ensures that the advice his clients receive are both relevant and up to date. |
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| By creating a comprehensive financial plan, which may include RRSP’s, RESP’s, TFSA’s and leverage investing, Jeff is able to assist his clients in reaching their financial goals. Jeff also stresses the importance of awareness in “what if” situations. These situations focus on proper life, disability, critical illness and long term care protection. These polices protect an individual’s assets from the unnecessary evils of over taxation, premature death and prolonged illness that can erode finances over time. |
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| Jeff welcomes a chance to meet with all his present clients. He aims to meet his clients at least once a year for review. As every business needs to expand, Jeff is no different. He welcomes the opportunity to meet with your friends, family and colleagues to provide the quality service everyone expects. If you know someone who could benefit from Jeff’s expertise, then give that person Jeff’s number, or better yet, have them contact Jeff and speak privately. |
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Click here to find out what Jeff's clients have to say about Jeff and how he assisted them to achieve their financial goals. |
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