Jeffrey Ryall, Cfa, Cfp Email & Phone Number

I take a long term approach when I work with clients, committed to building strong lifelong relationships and giving advice that will help lead them through their entire careers and into retirement. Through active listening, I gain an appreciation for their needs and concerns, with a goal to increase their financial literacy, draw awareness to any financial blind spots, and create and implement a robust financial plan so they can make empowered financial decisions. My experience and specialization is advising physicians, healthcare professionals, and business owners at all stages of life and wealth. I collaborate directly with their existing team of professionals (accountant, lawyer, and credit specialists), to effectively integrate and implement strategies to help clients achieve their financial goals with confidence. As a registered Advising Representative (Portfolio Manager), I help clients determine an investment portfolio that will meet their goals while maintaining a conservative focus in order to reduce risk. I value keeping clients informed and educated, while allowing them to also devote their attention to managing and building their practices. I have seen firsthand that when clients delegate their day-to-day investment decision making to a team, it allows them to stay focused on their businesses and know that their wealth is secure.Education: Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, and Bachelor of Commerce (Honours) degree.Specialties: Incorporated professionals, business owners, healthcare, investment management, portfolio construction, financial planning, risk management, and estate & tax planning.

Listed skills include Investment Strategies, Personal Financial Planning, Asset Allocation, Investment Advisory, and 14 others.