Jeff H Barrett CIM® FCSI® - Investment Advisor

202-7051 Bayers Rd, Halifax, NS B3L 2C1
902-799-1185

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. <p> Investment Fund Advisor**: Life & Health Insurance Advisor <p> **Mutual Funds are distributed by Desjardins Financial Security Investments Inc * I am licensed for Mutual Funds in the provinces of AB, NS

Jeff H Barrett CIM® FCSI® - Investment Advisor - 202-7051 Bayers Rd, Halifax, NS

Opening Hours

Monday 9:00 am - 5:00 pm

Tuesday 9:00 am - 5:00 pm

Wednesday 9:00 am - 5:00 pm

Thursday 9:00 am - 5:00 pm

Friday 9:00 am - 5:00 pm

Appointment only

Products and Services

  • Estate Planning
  • Financial Planning
  • Retirement Income Planning
  • Wealth Management
  • Risk Assessment
  • Investment Services
  • Tax Planning
  • Insurance Solutions

Languages Spoken

  • English

Jeff H Barrett CIM® FCSI® - Investment Advisor - Photos