Jeff McCartney Email
Financial Planner @ Objective Financial Partners Inc.
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Jeff McCartney Location
- Toronto, ON, CA
Jeff McCartney Work
- 2024 -now Financial Planner @
- 2017 -now Part Time Professor @
- 2018 -2023 Part Time Professor @
- 2017 -2023 Owner @ Forward Looking Financial Solutions
- 2016 -2023 Financial Planner, Educator, and Writer @ Forward Looking Financial Solutions
- 2013 -2016 Director, Regional Sales, Ontario @ Renaissance Investments
- 2012 -2013 Business Development Manager @ Renaissance Investments
- 2004 -2012 Wealth Advisor @
- 2000 -2004 Financial Planner @
- 1998 -2000 Private Client Division @
- 1994 -1998 Auditor @ Arthur Andersen
- 1990 -1993 Summer Student @
Jeff McCartney Education
- Sprott School of Business at Carleton University
Master of Business Administration - MBA
2023-2024 - Wilfrid Laurier University
Diploma (Accounting)
1993-1994 - The University of Western Ontario
BA, Administrative and Commercial Studies (ACS) (Economics and Finance)
1990-1993
Jeff McCartney Skills
- Wealth Management
- Estate Planning
- Financial Advisory
- Investment Strategies
- Strategic Financial
- Investments
- Risk Management
- Business Development
- Asset Management
- CIM
- Finance
- Investment Advisory
- Insurance
- Financial Services
- Wealth
- Securities
- Mutual Funds
- Asset Managment
- Strategic Financial Planning
- Financial Planning
Jeff McCartney Summary
- Jeff McCartney, based in Toronto, ON, CA, is currently a Financial Planner at Objective Financial Partners Inc.. Jeff McCartney brings experience from previous roles at Seneca College, Sheridan College and Forward Looking Financial Solutions. Jeff McCartney holds a 2023 - 2024 Master of Business Administration - MBA @ Sprott School of Business at Carleton University. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, Strategic Financial and more. Jeff McCartney has 3 emails on RocketReach.
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