Jeff Palles CFA


Jeff is a portfolio manager and investment counselor with extensive experience in discretionary portfolio management, derivative securities, financial planning and investment strategies for high-net-worth private clients. 

He has worked in the Canadian financial services industry since 1996. 

Jeff holds a Bachelor of Commerce degree from the University of Manitoba and has completed numerous financial industry courses including the Chartered Financial Analyst (CFA) Program. He has also completed Canadian Securities Institute courses such as Derivatives Fundamentals, Options Licensing, Futures Licensing, Option Supervisors, and the Canadian Securities Course.


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