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OUR ADVISORS
With access to securities such as stocks, mutual funds, bonds, GICs, and exchange traded funds (ETFs), our Advisors can truly provide you unbiased advice and solutions.
Jeffry J. Frison, BA, CFP
Registered Representative and CERTIFIED FINANCIAL PLANNER® Professional
Jeff studied at Simon Fraser University, graduating with a Bachelor of Arts in Economics & Business Administration. He worked with one of the largest mutual fund companies in Canada for 15 years, while achieving his Certified Financial Planner (CFP) professional designation.
Furthering his education, Jeff completed the required industry re
Jeff studied at Simon Fraser University, graduating with a Bachelor of Arts in Economics & Business Administration. He worked with one of the largest mutual fund companies in Canada for 15 years, while achieving his Certified Financial Planner (CFP) professional designation.
Furthering his education, Jeff completed the required industry related courses to become an Investment Advisor at Worldsource Wealth Management Inc. Jeff is also an Insurance Agent.*
Volunteer activities included working int he past with Operation Red Nose for about 15 years. He resides in Abbotsford with his wife Crystal, and two children, Alexis & Reid.
*Insurance products and services are offered by Jeffry Frison through Bases Covered Insurance Services Inc. operating under the trade name Bases Covered Wealth Management.