Jeff H Barrett CIM FCSI - Investment Advisor
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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.

Investment Fund Advisor**: Life & Health Insurance Advisor

**Mutual Funds are distributed by Desjardins Financial Security Investments Inc * I am licensed for Mutual Funds in the provinces of AB, NS more... See more text

Products and Services

  • Estate Planning,
  • Financial Planning,
  • Retirement Income Planning,
  • Wealth Management,
  • Risk Assessment,
  • Investment Services,
    • Tax Planning,
    • Insurance Solutions,
  • more...
  • less...

Languages Spoken

  • English,
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Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Appointment only
Appointment only
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