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Jeff H Barrett Cim® Fcsi® is listed as Innovate | Grow | Evolve at Desjardins Financial Security Investments Inc., a company with 254 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a matched LinkedIn profile for Jeff H Barrett Cim® Fcsi®.
Jeff H Barrett Cim® Fcsi® previously worked as Investment Fund Advisor at Desjardins Financial Security Investments Inc. and Life & Health Insurance Advisor at Desjardins Financial Security Independent Network. Jeff H Barrett Cim® Fcsi® holds Bachelor Of Arts - Ba, Russian Studies, Dean’S List from Dalhousie University.
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As a Fellow of the Canadian Securities Institute and Chartered Investment Manager, I lead a dynamic advisory team dedicated to crafting personalized wealth strategies for successful Millennial and Gen-X clients. With 15 years in private practice and 5 M&A acquisitions over the past 10 years, I’ve expanded our firm’s reach by acquiring practices from retiring and transitioning advisors, solidifying our position as a trusted, growing force in wealth management.We specialize in tailoring financial solutions to the unique needs of each client, empowering them to achieve their long-term goals. Our modern approach blends deep market insights with innovative strategies, designed to resonate with today’s high achievers.Licensed & Expanding:Mutual Funds: Distributed by Desjardins Financial Security Investments Inc. (Licensed in Alberta, Nova Scotia, and Ontario).Life & Health Insurance: Licensed in Nova Scotia, New Brunswick & Ontario, with plans for further expansion.We’re committed to evolving with our clients and adapting our services to an ever-changing financial landscape.
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Halifax, Nova Scotia, Canada
7051 Bayers RdSte 203Halifax, NSB3L 2C1Phone: 902-446-4560*Mutual Funds are distributed by Desjardins Financial Security Investments Inc* I am licensed for mutual funds in the provinces of AB, NS, and ON
Halifax, Nova Scotia, Canada
*I am licensed for Life & Health Insurance in the Province of Nova Scotia
Halifax, Nova Scotia, Canada
ESPP/ESOP trading environment for SEC registrant clients
Other employees you can reach at investdfsi.ca. View company contacts for 254 employees →
Marie-Noel Lessard
Colleague at Desjardins Financial Security Investments Inc.Longueuil, Quebec, Canada, Canada
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Nathalie Maurel
Colleague at Desjardins Financial Security Investments Inc.Thetford Mines, Quebec, Canada, Canada
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Suleman Amiri
Colleague at Desjardins Financial Security Investments Inc.Greater Toronto Area, Canada, Canada
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Dan Matwey
Colleague at Desjardins Financial Security Investments Inc.Guelph, Ontario, Canada, Canada
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Ian Latta
Colleague at Desjardins Financial Security Investments Inc.London, Ontario, Canada, Canada
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Luc Bisson
Colleague at Desjardins Financial Security Investments Inc.Capitale-Nationale, Quebec, Canada, Canada
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John Hull
Colleague at Desjardins Financial Security Investments Inc.Waterloo, Ontario, Canada, Canada
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Meagan Daniels
Colleague at Desjardins Financial Security Investments Inc.Newmarket, Ontario, Canada, Canada
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S Cha
Colleague at Desjardins Financial Security Investments Inc.Greater Winnipeg Metropolitan Area, Canada
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Harashpreet Kaur
Colleague at Desjardins Financial Security Investments Inc.Winnipeg, Manitoba, Canada, Canada
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Russian Language & Slavic Studies
BA (Hons) History. -Angus MacAskill Memorial Scholarship - 4th Year Senior Essay Prize
Studied Ancient Latin, Classical Art, Literature and Archaeology
Quick answers generated from the profile data available on this page.
Jeff H Barrett Cim® Fcsi® works for Desjardins Financial Security Investments Inc..
Jeff H Barrett Cim® Fcsi® is listed as Innovate | Grow | Evolve at Desjardins Financial Security Investments Inc..
Jeff H Barrett Cim® Fcsi® is based in Halifax, Nova Scotia, Canada while working with Desjardins Financial Security Investments Inc..
Jeff H Barrett Cim® Fcsi® has worked for Desjardins Financial Security Investments Inc., Desjardins Financial Security Independent Network, and Bny Mellon.
Jeff H Barrett Cim® Fcsi®'s colleagues at Desjardins Financial Security Investments Inc. include Marie-Noel Lessard, Nathalie Maurel, Suleman Amiri, Dan Matwey, and Ian Latta.
You can use AeroLeads to view verified contact signals for Jeff H Barrett Cim® Fcsi® at Desjardins Financial Security Investments Inc., including work email, phone, and LinkedIn data when available.
Jeff H Barrett Cim® Fcsi® holds Bachelor Of Arts - Ba, Russian Studies, Dean’S List from Dalhousie University.
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