Jeffry J. Frison, BA, CFP

Founding Partner

Dual Licensed for Investments (BC) and Insurance (BC & Alberta). Certified Financial Planner (CFP) since 2007.


Jeff completed his Bachelor degree from Simon Fraser University in Economics and Business Administration. Over the past 20 years, Jeff worked with TD Bank and Investors Group before becoming IIROC licensed at Worldsource Securities Inc. and insurance licensed at Bases Covered Insurance Services Inc.  Jeff resides in Abbotsford with his wife and two children.


Cell / Text:  604-613-1258

Office Tel:  604-674-1760

Office Fax: 604-674-1770