Jeffrey J. Jennings, BA, CFP

After graduating from the University of Guelph in 1969 with a Bachelor of Arts in Economics, Jeff entered the financial services industry. He is licensed by the Ontario Securities Commission and holds a Class 2 license with the Ontario Superintendent of Insurance.

Jeff is a Certified Financial Planner (CFP) and a Member of the Financial Planners Standards Council of Canada (FPSC). To become a CFP requires the successful completion of courses in investment, retirement and estate planning. In addition to many years of study, the designation requires the completion of an ongoing continuing education program to make sure that the financial planner has state of the art skills. The requirements also include strict adherence to a Code of Ethics, designed to make sure the interest of his clients are his first priority. Read FPSC Code of Ethics.

Jeff is an independent financial planner representing thousands of products with hundreds of companies to assure you of the widest selection and the best products to meet your investment goals. All mutual fund investments are offered through the investment dealer - De Thomas Financial Corp.

Jeff is recognized for writing many articles and speaking at many seminars on tax, estate and retirement planning for both his industry and the consumer.

Martha Orr, BA

Many of my clients have met Martha before. For several years, when she was a teenager, she was a hostess at our financial seminars.

Martha is now a graduate of McMaster University with a BA in French and Anthropology. She has completed the Canadian Investment Funds Course offered by The Investment Funds Institute of Canada. She is licensed by the Ontario Securities Commission to sell and service your GIC and mutual fund investment needs. For those of you who may be interested, she is also a source of information on the mating habits of Mandrillus sphinx, an African, forest dwelling monkey. She is bilingual, 27 years old and lives with her husband, Niall Orr in Richmond Hill, Ontario.