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204 Princess Street Kingston, Ontario Canada K7L 1B2
Telephone: (613) 548-3031 Toll free: 1 (800) 465-2043 Fax: (613) 548-7306
Email: info@IPGKingston.net

Independent Planning Group Downtown Kingston


Jeffrey L. Parks | Financial Planning Process | Let's Talk

Jeffrey L. Parks


Areas of Specialization:
  • Mutual Funds
  • Insurance Products
  • RRSP's
  • RESP's
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Tax minimization strategies
Jeffrey L. Parks,
B.A.(Hon.), CFP, CLU

Jeffrey L. Parks
Educational Background:
Mr. Parks graduated from Bayridge High School as an Ontario Scholar in 1994. He attended Queen's University in Kingston, Ontario and graduated in 1997 with a Bachelor of Arts, Honours, degree B.A.(Hon.), in Political Science.


Career:
Jeff continued his education while a member of the team at Money Concepts, and completed with honours his Canadian Securities Course in the spring of 1997. Since that time, he has completed the Life Underwriters Association Training Course (LUATC) and then his Level II licensing with LUATC. Jeff received his Chartered Financial Planner (CFP) designation in the fall of 2000. He is licensed to sell Mutual Funds, GICs, Life Insurance, Accident and Sickness Insurance (Disability) and Labour Sponsored Investment Funds.


Community Involvement:
Jeff was born and raised in Kingston and has a deep bond to the community. He is a member of the Kinsmen Club of Canada and the Kingston Junior Chamber of Commerce (Jaycee's).


Interests:
Jeffrey Parks continues to participate in his two favourite sports, soccer and hockey. He also enjoys fishing, golfing and personal investing. He and his wife Melissa have twin girls.

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