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Jeff H Barrett Cim® Fcsi® is listed as Innovate | Grow | Evolve at Desjardins Financial Security Investments Inc., a 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 →
David Rupert
Colleague at Desjardins Financial Security Investments Inc.Calgary, Alberta, Canada
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Ilyass Boujdi
Colleague at Desjardins Financial Security Investments Inc.Ottawa, Ontario, Canada
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Alex Parent
Colleague at Desjardins Financial Security Investments Inc.Sainte-Famille, Quebec, Canada
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Tony Chang, Cim, Cea
Colleague at Desjardins Financial Security Investments Inc.North Vancouver, British Columbia, Canada
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Hardeep Jauhal
Colleague at Desjardins Financial Security Investments Inc.Winnipeg, Manitoba, Canada
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Roxanne Bureau
Colleague at Desjardins Financial Security Investments Inc.Bécancour, Quebec, Canada
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Marco Antonio Figari
Colleague at Desjardins Financial Security Investments Inc.Toronto, Ontario, Canada
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Melissa Guay
Colleague at Desjardins Financial Security Investments Inc.Greater Winnipeg Metropolitan Area, Canada
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Greg Munro
Colleague at Desjardins Financial Security Investments Inc.Regina, Saskatchewan, Canada
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Vanessa Verreault
Colleague at Desjardins Financial Security Investments Inc.Capitale-Nationale, Quebec, 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 David Rupert, Ilyass Boujdi, Alex Parent, Tony Chang, Cim, Cea, and Hardeep Jauhal.
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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