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Jeff Wareham
BA, CFP, Investment Advisor
Trusted Advice
Trusted advice is the cornerstone of my business. Industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success. I have over 20 years of experience in financial services. My associates and I are dedicated to providing exceptional service and guidance for your Investment goals.
Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise on the required actions to keep it on track to meet your long-term goals.
Service Approach
My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I help clients implement and maintain customized plans that recognize their evolving investment needs, through one-on-one meetings, regular reviews, and ongoing personal advice.
Contact Information
140 Fullarton Street
London, Ontario
N6A 5P7
Tel: 519-963-8022
Toll Free: 866-723-9297
Fax: 519-963-8006
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MGI Securities is a
Member of the Canadian Investor Protection Fund
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