Jeff brings 20+ years of business and consulting experience and more than 15 years of institutional investment expertise to Armour Wealth. Jeff has worked in the Investment Advisor role with BMO Nesbitt Burns and for a number of mutual fund firms including Franklin Templeton and NEI providing product solutions for Investment Advisors and Financial Planners across much of Canada.
In addition to a CIM designation, Jeff holds an MBA from The Schulich School of Business at York University, a B.Comm Honours with Concentrations in Corporate & Investment Finance, a B.A. in Economics, and a B.A. in Psychology from Carleton University in Ottawa.
Jeff is an avid golfer, a licensed snowboard instructor, and the proud father of two girls who happily take most of his after-work attention.
Roy started his career in finance in 1979 with The Bank of Nova Scotia in Barrie Ontario. He has been in the financial planning field since 1986 where he quickly realized the value of tax advice in association with financial planning and concentrated his efforts on this area of expertise.
From 1989 to 2007, Roy owned and operated a mutual fund dealer Agora Financial Services Inc. to facilitate the sale of funds to the public. In 2007 Roy sold the dealer license for Agora Financial Services and moved his client base to Worldsource Financial Management.
Roy is the Tax and Financial Planning specialist on Armour Wealth’s team. Roy holds a CFP (Certified Financial Planner) Designation and is heavily involved in the local community and is also a member of Rotary International. Roy enjoys skiing, cottaging, hiking and working and competing with the Portuguese Water Club of Canada.
Karen started within the investment and insurance industry in 1993. She has 28 years of client-facing financial management experience with individuals and families.
Karen’s philosophy is to “Keep it Simple” and try to achieve a balance in life for our clients. “Don’t over-invest, don’t over-insure, don’t over-save, and don’t over-spend….but do each of these things in proportion to what is important in your life, with one eye on the future.
Karen’s focus on insurance advice within her practice makes her a perfect fit as our in-house Estate Planning expert. Karen brings a wholisitc complement to our team at Armour Wealth. She enjoys golf, staying active and is an Advocis Board Member for the Greater Hamilton Area.
Antonella just reached her 23rd year working with many of our clients. She is the glue that holds our team together. Prior to working in administration and operations within the financial industry, Antonella was educated and employed as a law clerk.
Much of what drives the seemless functioning of all paper in our office is due to Antonella’s focus and dedication to ensuring that our clients are well cared for. There is nothing that moves through our office that doesn’t touch Antonella’s desk.
Antonella is active in the community in Bolton and enjoys cooking with passion and promoting a healthy lifestyle for friends family and all of us at Armour Wealth.