McCartney, Jeff


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McCartney, Jeff

Jeff McCartney has 25 years of experience working in financial services; a significant amount of that time spent as a retail investment advisor and financial planner with Canada’s largest financial institutions.  In 2017, Jeff began his second career as an instructor and educator, teaching various financial planning and business related courses at two well-known Canadian colleges.  At the same time, he also launched Forward Looking Financial Solutions, a financial planning firm devoted to helping people in transition.

Jeff also acts as a consultant and content expert; writing articles, developing podcasts, and providing educational subject matter and financial insights to various organizations across the country. 

Jeff was awarded the Certified Financial Planner (CFP) designation in January, 2000; the Chartered Financial Divorce Specialist (CFDS) designation in 2017; and has completed numerous professional courses and programs along the way including the Life License Qualification Program (LLQP).  Jeff has a BA in Economics and Finance from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.

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