Jay Welsford , Vice President

Jay has been providing discretionary portfolio management and holistic wealth management services to his clients for over 21 years. He believes strongly in the importance of integrating a disciplined asset management approach with a client's legal and tax strategies, though their valued professional advisors. Prior to joining the firm, Jay held a national role with a Canadian wealth management company and was responsible for the delivery of wealth management solutions to advisors and their clients. He obtained his IQPF (Institut québécois de planification financière) in 1992.

Contact Jay at 514-490-2783 or jwelsford@cclgroup.com.