RBC Wealth Management


Jeff has been managing investment portfolios and doing finacial planning for thirty years. He was looking for socially responsible investments back in the days when Ben & Jerry's seemed to be the only company on that path. Now that there is a wide variety of SRI/ESG/Impact investments to choose from, it is his mission to help bring this approach to retail investors. Jeff manages discretionary portfolios of ESG mutual funds and ETF's and does retirement planning for families and business owners.