Jeff Teeter
Financial Advisor, Chartered Investment Manager, Dealing Representative at Terra Cotta Financial Group
Based in Puslinch, Canada
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Seniority
Other
Department
Other
Location
Puslinch
Industry
Financial Services
Company size
8
Contact information
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j•••••••@terracottawealth.ca
Phone
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Background
About Jeff Teeter
Since buying his first stock at the age of 16, Jeff's young curiosity in the financial world has fueled a long and successful career spanning over 30 years of investing experience ranging from real estate and public markets to private equity and Exempt Market Products. Jeff’s expertise and greatest area of focus over the last 15 years has been built around private equity, high net worth client portfolios and specifically in the Exempt Market. He has advised many prominent clients; retirees, entrepreneurs, executives and business owners alike, on protecting their wealth and maximizing tax efficiency with a focus on cash flow management. His unique approach and tailored solutions have fostered strong client relationships, unwavering client trust and exceptional client outcomes. When not following his passion of investing and working with clients, Jeff leverages his business and private equity expertise to help build his own private tech business, p-Chip Corporation.
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