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Help clients make the most of today. And plan for tomorrow. Money for Life.

About Jeff Burchill*

Jeff Burchill

I started my career in the financial services industry in 1987, immediately following my graduation from the School of Business at Wilfrid Laurier University. I strongly believe in continuing my education and, since that time, I have earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Planner (Ch.F.C.) designations. I live in Sarnia with my wife and two children.

I was fortunate to work in this business with my father Ken for 15 years until he retired. The experience I have gained working with him, and others, along with my continuing education helps me provide good, practical advice to my clients.

Having a family myself also enables me to understand the needs of my clients and helps me provide good advice. I enjoy assisting families reach their financial goals. I find I am particularly good at explaining financial concepts that some people find confusing. I also assist clients in using the Income Tax system to their best advantage, while protecting them from the impact of a sudden, unexpected event such as illness or death.

In running a small business of my own, I understand the many demands of self-employed professionals and business owners. I help self-employed clients arrange their affairs in tax-effective ways to maximize their return to themselves and their families.

My team and I have developed extensive experience in financial and insurance-related products and services that can help clients achieve financial security.
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* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.