Jeff H Barrett CIM FCSI - Investment Advisor
Closing soon
, See all hours
Add a photo
Add a photo
Details
Information
Reviews
Location
Details & Description
A Fellow of the Canadian Securities Institute (FCSI) and holding the Chartered Investment Manager Designation (CIM) my team of advisors specialize in providing a personal and virtual Investment* and Insurance Management experience to successful Gen X & Millennial clients.

Investment Fund Advisor**: Life & Health Insurance Advisor

**Mutual Funds are distributed by Desjardins Financial Security Investments Inc * I am licensed for Mutual Funds in the provinces of AB, NS more... See more text

Products and Services

  • Estate Planning,
  • Financial Planning,
  • Retirement Income Planning,
  • Wealth Management,
  • Risk Assessment,
  • Investment Services,
    • Tax Planning,
    • Insurance Solutions,
  • more...
  • less...

Languages Spoken

  • English,
Location
7051 Bayers Road, Halifax, NS B3L 2C1
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Appointment only
Appointment only
Verify with Merchant

Ratings & Reviews - Jeff H Barrett CIM FCSI - Investment Advisor

Write a review
No one has rated or reviewed this business yet!
How would you rate this business?

Get an opinion about this business!

Think your friends might be familiar with this business? Ask your friends on Facebook to see what they think.

Categories

Directories

Related Articles to Jeff H Barrett CIM FCSI - Investment Advisor
Contact this business
Close menu