In Good Standing
First Certified in 2022

Jeffrey Buskell (Jeffrey M. Buskell)

Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Wealth Inc.

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Contact info

Phone Number250-212-0554

Disciplinary history

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No

Scheduled proceeding

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No

Client focus

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Individuals with disabilities Individuals from ethnic communities Individuals from Indigenous communities Individuals from the 2SLGBTQIA+ community Intergenerational Families New Canadians Professional Athletes Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

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Agriculture/farm business Cross-border and international matters Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Insurance Investment Credit and debt Professional corporations Socially Responsible Investing (SRI) Retirement planning Small business/Business succession Tax planning Working with professional athletes Working with women

Minimum investible assets

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No minimum

Payment model

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Fee for service: Percentage of assets; Commissions/Trailers

Location

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1700 Dickson Ave Suite 2300, Landmark 7 Building, Kelowna, BC, Canada, V1Y 0L5

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.