Jeff is Founder of Financial Footprint, a top awarded Wealth Advisory Firm in Canada. He is passionate about ensuring wealthy individuals and families achieve fulfilling and extraordinary lives, and understands his clients on a deep and personal level. He is an absolute expert in customized retirement planning, managing high net worth investment portfolios, and tax minimization strategies.
Highly educated and accredited:
25+ years of specialized experience advising wealthy:
Consistently called upon by several tv, radio, and newspapers for his financial expertise, including:
Colin & Irma Benner
Toronto, Ontario
Former CEO of PBS Coal
Former CEO of Lundin Mining
Former CEO of Hud Bay Mining
Former CEO of Eurozinc
Loving retirement, proud parents, grandparents, world travellers
“Jeff has been our Wealth Advisor since the 2000’s and has guided us with our investments, making sure they are diversified and tax efficient, much more risk adverse than previously. Our investment portfolio is well thought out and provides us with a predictable, stable retirement income stream. Jeff has also quarterbacked with our accountant and lawyer for our annual tax and estate planning. We consistently have quarterly meetings for updates and staying organized, and in addition, Jeff has always readily answered any queries whenever needed. Our adult children’s financial investments and planning is also looked after by Jeff, which helps with advanced tax planning strategies, saving an incredible amount of tax. Thanks to Jeff, we can keep on travelling!”
Gary Charlwood
Vancouver, BC / Newport Beach, California
Chairman, The Charlwood Pacific Group
Exec Chairman, Century 21 Canada LP
Exec Chairman, Centum Financial Group Inc
Exec Chairman, Real Property Management LP
Vice Chair Century 21 Asia Pacific
Chairman, UNIGLOBE Travel International LP
Proud father, grandfather, husband, entrepreneur, business visionary, world traveller “Jeff has been an instrumental part of the tax and estate planning for my multiple corporations, as well as myself personally, since 2012. He has worked closely with my accountants and lawyers to recommend, structure, and continually monitor strategies that will save an extraordinary amount in taxes when passing on wealth to future generations and charities. My adult children have also utilized his knowledge and experience to optimize their planning, and ensure a congruent plan for our entire family. He is highly educated, detail oriented, and one of the best in the country at what he does. If you have significant wealth you would like to save taxes on, and ensure it passes onto your intended beneficiaries in a seamless manner, I highly recommend utilizing Jeff.”
Ms. Charli Mac
Nuevo Vallarta, Mexico / Kelowna, BC
President/CEO Strong Management Ltd.
Proud mother, wife, semi-retired and living the dream in Mexico and Lake Country
“I have been working with Jeff for 13 years now. My previous advisor left me feeling vulnerable, uncertain and with way too much risk. Jeff took over my portfolio, diversifying the funds to create growth with tax-efficiency and real comfort. He has quarterbacked the process with my accountant and lawyer for the following: • Annual tax planning and snowbird issues; • Succession planning for my business; • Strategies for estate planning to save money on taxes and probate. Even making it through the 2008 and 2020 financial crisis, my portfolio remains unscathed! I now have an excellent understanding of my financial well-being because Jeff is clear and concise with his explanations. I trust Jeff’s knowledge and advice explicitly and refer friends his way without hesitation”
