Jeff Goldmintz

Jeff Goldmintz, CFP® is an Associate Wealth Advisor at Wellington-Altus with over a decade of experience in financial services, specifically in the banking and wealth management sectors.1 He recently achieved his certification as a CERTIFIED FINANCIAL PLANNER® professional, demonstrating his commitment to professional development and expertise in financial planning.34

Professional Background

Jeff's career spans various roles in the financial industry:

• Current Position: Associate Wealth Advisor at Wellington-Altus
• Previous Experience: Worked in banking and retail sectors2
• Earlier Role: Planning Coordinator at The Tower Group in Calgary

Education and Skills

Jeff holds a Bachelor of Management degree, which has provided him with a strong foundation in finance and marketing. His educational background, combined with his extensive experience, has equipped him with the skills necessary to excel in wealth management.

Philosophy and Approach

Jeff believes that every client is unique when it comes to their financial needs and goals.1 This client-centric approach likely informs his work as an Associate Wealth Advisor, allowing him to provide personalized financial planning services to his clients.

As a Certified Financial Planner®, Jeff is well-positioned to offer comprehensive financial advice, including areas such as investment management, retirement planning, tax strategies, and estate planning. His recent certification underscores his dedication to maintaining high professional standards and staying current with the latest developments in the financial planning industry.