Jeffrey Gates, BA, CIM
Jeff's interest in managing private wealth and offering financial advice was fabricated from his Bachelor of Business Administration and Political Science degree from Brock University. Now, with over 25 years of experience in the financial services industry, as well as holding the Chartered Investment Manager (CIM®) designation, one of the highest attainable designations in the ﬁnancial services industry, he prides himself with providing comprehensive advice in areas such as: investment management, financial and retirement planning, portfolio design and tax minimization.
Jeff is also qualified to provide insurance products and advice including individual pension plans and annuities. He has made unparalleled client service and the development of comprehensive investment plans tailored to individual financial objectives the cornerstone of his business.