Jeff Carrie understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. As a Financial Advisor for Raymond James located in Vancouver, BC, he puts his clients – and their needs – first.
Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Jeff Carrie is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Offering a wide range of investment services, Jeff Carrie is committed to helping you achieve your financial goals. Specializing in risk management and tax efficient investment income, he works with clients to design investment portfolios to meet their individual needs. Jeff offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include Pension Style Managed Accounts, Hedge Funds (for the appropriate investor) and ETF's. Whether you need growth, tax efficient income or capital preservation, Jeff Carrie will put you – and your needs – first.
Originally from St. Thomas, Ontario, Jeff currently resides in Vancouver, BC. When he is not working with clients, Jeff enjoys playing tennis, travelling and reading.
Jeff takes pride in community involvement. He has been a sponsor of the Tennis BC Senior Series Tennis Tournaments since 2009.