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Jeffrey Hayes, Financial Advisor

FINANCIAL ADVISOR
Jeffrey Hayes

CFP®, CLU®, CEPA®
3011 Louie Dr, Suite 203, Westbank, BC V4T 3K3opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Intergenerational planning
  • Estate and legacy strategies
  • Retirement savings strategies
  • Wealth protection strategies

About Jeffrey

How do you think about money? For many, it's not just bigger numbers on a statement, or having money for the sake of it – it's about having options and living life on your terms. That's why our process is focused on understanding your priorities, values, and what you want out of life.

I work collaboratively with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals-based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured...

Work History

  • Edward JonesJuly 2013 to Current

Education

  • Okanagan CollegeBachelor of Business Admin

Personal Interests

  • Golfing
  • Farming
  • Active Lifestyle
  • Hockey
  • Volunteering

Team Members

  • Jerri-Lynn Jackson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(250) 448-1975

Fax

(888) 836-9037

Office Address

3011 Louie Dr
Suite 203
Westbank, BC V4T 3K3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More