Biography

Jeff Wachman, B.Comm, R.F.P, is a Senior Financial Planning Advisor of Assante Financial Management Ltd. Creator of the “Netwealth to Financial Health” personal financial management process and “Team Finance” a team of multi-discipline financial professionals.

Designations:

• B. Comm. - McGill University

• CSI - Canadian Securities Institute (CSC, PFP)

• IFIC - Investment Funds Institute of Canada (CIF)

• CAIFA – Canadian Association of Insurance and Financial Advisors-Level II

• IAFP- Institute of Advanced Financial Planners (R.F.P)

• Licensed in Ontario, Quebec, B.C., Manitoba, and Nova Scotia