What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

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

Banashre Kargupta

Associate Insurance Agent

Location

Milton

Email

Connor Michailoff

Associate Insurance Agent

Location

Milton

Email

Jatin Kumar

Associate Insurance Agent

Location

Milton

Email

Nancy Edmison

Associate Financial Planner*

Mutual Fund Investment Specialist**

Location

Milton

Email

Tammy D'Andrea

Associate Insurance Agent

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.