Jeffrey Dallner, CFA
Senior Wealth Advisor
Jeffrey graduated from Western University with a degree in financial economics. Jeffrey then earned the Fellowship of the Canadian Securities Institute (FCSI) designation and, most recently, the Chartered Financial Analyst (CFA) designation. The CFA designation brings with it knowledge of a broader range of investment strategies and a global perspective that he applies everyday. What this means to you is innovative solutions and comprehensive retirement strategies.
Jeffrey is a 20 year veteran of the financial service industry and has been with CIBC Wood Gundy his entire career.
Regardless of your stage in life, it's important that you take steps today to ensure your personal financial independence in the future. Our wealth management process starts with an understanding of what is important to you. We review your current financial situation and develop appropriate financial and estate planning strategies. We prepare for changes in your life and respond as the world changes around you.
Our Team
Jeffrey Dallner, CFA
Tom C. House, CIM
Jon Hodge
Investment Advisor Assistant