About us

"I am passionate about helping people save and plan for their future. I want people to be successful, to believe in themselves and to know that they can achieve their goals if they put their mind to it. Spending time with my clients educating them on different aspects of financial planning so they are aware of their options is something that is important to me. I also want to assist my clients along the way for years to come and ensure that they are in control of their own finances and follow through with their plans and dreams."

Jeff was born in Calgary and raised in High River throughout his childhood.

Jeff is a Certified Financial Planner^® (CFP^®) and President of Eternal Wealth and Estate Solutions. He graduated from the University of Lethbridge with a Bachelor of Management Degree, majoring in Finance. Jeff is a volunteer and member of the Million Dollar Round Table – The Premier Association of Financial Professionals. He has been in the industry since 2005 and is recognized worldwide to be within the top 3% of financial professionals. In his spare time, Jeff enjoys golf, hockey, construction, and spending time with his family.

“I started as a financial planner because I wanted to help people. For years I’ve heard people say things like ‘I’ll never be able to retire’. These people have fallen into the trap of believing that financial freedom is something which is out of their control, and this simply isn’t true. Anyone can realize their goals as long as they’re willing to create a plan and stick to it. My passion is educating my clients so that they can truly understand and take control of their finances, and creating holistic plans which address not only the need to accumulate wealth, but also the best way to protect it.”

Phil was born and raised in Calgary, Alberta.

Phil is a Certified Financial Planner^® (CFP^®) who enjoys playing soccer, hiking, biking, and above all exploring the great outdoors with his two sons.

As a dedicated financial planning assistant, my role is to handle client inquiries and process transactions in a timely manner. My detail-oriented approach and organizational skill set allow me to take care of Eternal Wealth’s clients and deliver an enjoyable experience for them. I have a strong passion for delivering excellent customer service.

As Office Manager, my role is to ensure the seamless daily operations of our office, enabling our financial advisors to focus on delivering top-tier service to our clients. I play a key role in optimizing office procedures with a focus on detail and efficiency.