I would like to congratulate Jeff! This recognition is well deserved! I have been a financial planner for over 20 years and have had the pleasure of working with Jeff for over two and a half years. I have learned alot as he has a ton of experience dealing with large portfolios, complex farm and business scenarios (the spider web) which has given our clients the peace of mind knowing we have addressed all areas of planning; personal and business and truly have their best interests in mind. #financialfreedom #financialadvisor #wealthmanagement #GreyWolfWealthManagement #financialplanning
Our own Jeff Rask, CFP® has been recognized by Wealth Professional Canada Magazine as a 5-Star Advisor in Western Canada! He is among 7 Wellington-Altus Advisors recognized in the same region--congratulations to all! https://lnkd.in/gmsYSPh2
Manager, Advisor Experience at Wellington-Altus Private Wealth
1yCongratulations 🥳