President, Freestone Capital Inc.
Freestone Capital Inc. (Calgary) is run by Jeff Nielsen, President. Jeff was born in Alberta raised in Calgary, and attended the University of Lethbridge where he earned his Bachelor of Management,Majoring in Finance, graduating in 2000. It was while in Lethbridge, at university, that he met his wife and has since had four children. All of Jeff’s immediate family lives in Calgary, and he is a true Calgarian.
Jeff has been licensed as a life insurance agent since 1998 and since 2000 he has held a mutual fund license and is registered with Portfolio Strategies Corporation and offers mutual funds and exempt products. He has a wealth of knowledge and many years experience helping Calgary clients, having been in the business for over 14 years. Jeff’s formal training as a life insurance agent was with one of Alberta’s largest financial services firms that provided excellent field training, face-to-face with clients, and he completed extensive training courses and ongoing educational programs.