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Last updated: 21 days ago
Listed in:
Financial Planning
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Investment Services
About Jeff H Barrett CIM FCSI - Investment Advisor
A Fellow of the Canadian Securities Institute (FCSI) and holding the Chartered Investment Manager Designation (CIM) my team of advisors specialize in providing a personal and virtual Investment* and I Go to full description...
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Email address:
jeffrey.barrett@dfsin.ca
A Fellow of the Canadian Securities Institute (FCSI) and holding the Chartered Investment Manager Designation (CIM) my team of advisors specialize in providing a personal and virtual Investment* and Insurance Management experience to successful Gen X & Millennial clients. p
Investment Fund Advisor**:
Life & Health Insurance Advisor p
**Mutual Funds are distributed by Desjardins Financial Security Investments Inc
* I am licensed for Mutual Funds in the provinces of AB, Ont, & NS
Services:
Tax Planning, Estate Planning, Wealth Management, Risk Assessment, Insurance Solutions, Financial Planning, Investment Services, Retirement Income Planning
Languages:
English