Since 1994, Jeremy has been the primary investment advisor and financial planner to a select group of households and businesses in Toronto. In addition to his education at The University of Toronto's Bachelor of Commerce program, Jeremy is a Certified Financial Planner (CFP), and a Canadian Investment Manager (CIM). Jeremy is also a Fellow to the Canadian Securities Industry (FCSI). The FCSI designation is reserved solely for financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience, and endorsement from peers.

At RBC Dominion Securities flagship branch Jeremy has immediate access to the insights of leading economists, portfolio strategists, and research analysts. He also offers a comprehensive range of wealth management services-everything from financial planning and investment advice to insurance and estate planning. Jeremy and his team understand the importance of building long lasting client relationships by implimenting proven strategies with active management.

Away from the office, Jeremy and his wife Tara enjoy spending time with their children Emma and Evan. They are avid cottagers who spend week-ends boating and swimming in the summer and snowmobiling in the winter.