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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.
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