Director of Wealth Management
Jules has been working in the industry since 1999. He joined the Crossgrove & Company firm in 2002. His primary focus is financial planning, wealth management and “Trustee” Group Plans.
- Certified Hedge Fund Specialist – 2003
- Certified Financial Planner (CFP) – 2001
- LLQP CSC
- MBA Finance, Laurentian University – 2001
- HBSc Biochemistry, Laurentian University – 1996