Jeff Ber began his journey in finance as an undergraduate, studying Business Management at John Molson School of Business at Concordia University. After earning his Bachelor of Commerce in Business Management, he joined Edward Jones as a Financial Advisor. He went on to hold increasingly executive positions at Canadian Imperial Bank of Commerce (Imperial Service), ScotiaMcLeod, and TD Wealth.
Award of excellence for outstanding advisor. This accolade goes to industry player, 40 or under, who has best excelled at pushing the envelope with innovation and growth, garnering industry attention and the respect of peers.
The Wealth Professional Awards brings together industry leaders to celebrate excellence in the Wealth Management industry and is designed to recognize individuals, teams and companies for their outstanding achievements and contributions to the field.
The purpose of the list is to give recognition to Canada’s most hard-working and successful advisors, whose dedication to the profession often gets overlooked.
Results are objective and based on specific performance criteria including increase of AUM, individually-generated business revenue, client retention and new business generation.