What can we help you with?
Jeff Welsh
CLU® , MBA
Financial Planner*
Mutual Fund Investment Specialist**
Jeff is the founder and owner of J&J Welsh Financial Services Inc. Incorporated in 2021, the agency was named after Jeff and his brother Jonathan. Jon passed away in 2019 from a rare form of cancer just 11 months after purchasing a life insurance policy. This life-changing event drives Jeff in his passion to help people plan for the future and be prepared for the unexpected.
Speciality
Jeff has a Life and Mutual Fund License in the province of Ontario. He has attained a Certified Life Underwriter CLU designation, as well as a Masters in Business Administration MBA. Jeff is a specialist in financial planning and works hard to protect and help strengthen the financial security of his clients and the people they care about most.
Location
Milton
EmailNancy Edmison
Associate Financial Planner*
Mutual Fund Investment Specialist**
Location
Milton
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.