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Jay Welsford


Wealth Advisor,
Advising Representative
Montreal, Quebec


Jay has been providing holistic wealth management services to his clients for over two decades. 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, believing strongly in the importance of integrating a disciplined asset management approach with a client's legal and tax strategies, though their valued professional advisors.

Jay obtained his Institut québécois de planification financière (IQPF) in 1992.

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