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Jeff H Barrett CIM FCSI - Investment Advisor
7051 Bayers Unit 202 Halifax, NS, B3L2C1Last time updated: 8/22/25, 9:34 AM
About
A Fellow of the Canadian Securities Institute (FCSI) and holding the Chartered Investment Manager Designation (CIM) my team of advisors specialize in providing a personal and virtual Investment* and Insurance Management experience to successful Gen X & Millennial clients. p
Investment Fund Advisor**:
Life & Health Insurance Advisor p
**Mutual Funds are distributed by Desjardins Financial Security Investments Inc
* I am licensed for Mutual Funds in the provinces of AB, Ont, & NS
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Frequently Asked Questions
Which days is Jeff H Barrett CIM FCSI - Investment Advisor open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Jeff H Barrett CIM FCSI - Investment Advisor specialize in?
English.
What are Jeff H Barrett CIM FCSI - Investment Advisor main services?
Estate Planning, Financial Planning, Retirement Income Planning, Wealth Management, Risk Assessment, Investment Services, Tax Planning, Insurance Solutions.
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