514-490-2783
jwelsford@cclgroup.com
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.