Jeff Waite
Lead Advisor, Wealthsimple Wealth Management at Wealthsimple
Based in Peterborough, Canada
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Seniority
Other
Department
Other
Location
Peterborough
Industry
Financial Services
Company size
1.9K
Contact information
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j•••••••@wealthsimple.com
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Background
About Jeff Waite
As an Associate Portfolio Manager with Shepherd Wealth Management, I work closely with Bill Shepherd and Mandy Post to help provide top-tier service for our clients.The Shepherd Wealth Management mission is to ensure your long-term financial success by providing you with exceptional investment and financial planning expertise.We will do this by- Understanding what your short, medium and long-term financial goals are- Understanding clearly what your risk tolerances are- Providing regular contact and reviews- Sharing expertise and valuable insight to help you make better financial decisions- Ensuring we have "quality" conversations regarding portfolio performance relative to tolerance for risk- Providing proactive service; and- Communicating in a straight-forward and easy to understand manner.We will stay focused on the key drivers that create happy clients: contact, service, advice and performance.These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada
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