Meet our team

Jeff has over 25 years of experience in the brokerage industry and is dedicated to helping his clients realize their goals and ambitions. 

Jeff has the extensive cash management and fixed income experience needed to help his institutional clientele achieve their goals of safety, income, liquidity,and rate of return. 

He graduated from UBC and BCIT. Jeff is passionate about his chosen profession.  Jeff holds the following professional designations:

Chartered Investment Manager (CIM)

Certified Financial Planner (CFP)

Financial Management Advisor (FMA)

Certified International Wealth Manager (CIWM)

Fellow of the Canadian Securities Institute (FCSI)

Life Insurance Agent

In his free time, Jeff enjoys soccer, skiing, wine tastings, gym workouts, and traveling with friends and family. 

Andrea is a licensed Wealth Associate and has worked in the financial industry for over 10 years.  She has been with National Bank Financial since 2018. 

CREDENTIALS:

Canadian Securities Course (CSC)     

Conduct & Practices Handbook (CPH)

B.A. SFU           

Andrea helps our team to deliver exceptional client service and administration. Please contact her regarding account transactions including payments, transfers, contributions, statement and account queries, tax queries and other account transactions.

Andrea enjoys gym workouts, traveling with family and friends, reading and cuddling with Rocky, the family's beloved yorkie mix.

Kathy Mills has worked in the investment industry for over 21 years and with National Bank Financial for 15 years.  She is an SFU graduate, is fully licensed and holds her Options License.  Kathy adds depth to our team and is available for any of your account related needs.  When she is not at work, Kathy is busy raising her two boys.