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Jeff Welsh
CLU® , MBA
Financial Planner*
Mutual Fund Investment Specialist**
Jeff is the founder and owner of J&J Welsh Financial Services Inc. Incorporated in 2021, the agency was named after Jeff and his brother Jonathan. Jon passed away in 2019 from a rare form of cancer just 11 months after purchasing a life insurance policy. This life-changing event drives Jeff in his passion to help people plan for the future and be prepared for the unexpected.
Speciality
Jeff has a Life and Mutual Fund License in the province of Ontario. He has attained a Certified Life Underwriter CLU designation, as well as a Masters in Business Administration MBA. Jeff is a specialist in financial planning and works hard to protect and help strengthen the financial security of his clients and the people they care about most.
Location
Milton
Email
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.