Jay Llewellyn B.A., CFP®, CLU
Jay Llewellyn graduated from Carleton University in 1995 with his Bachelor of Arts in Economics. He has been involved in the financial services industry since 1997. Jay is constantly improving his financial education in order to provide clients with up to date advice and information and has obtained both the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter designations. Jay joined Don Fox’s team as an Associate Consultant in 1999.
Thorough and innovative, Jay meets the needs of high net worth individuals, successful professionals, business owners, and retirees. He focuses on retirement and estate planning. Through his personal commitment and dedicated professionalism, Jay has been able to build a solid base of satisfied clients. Long-term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which Jay operates, he places great value on honesty and openness and displays these qualities with clients on a day to day basis.
Jay has been a board member as well as a mentor with the Big Brothers and Big Sisters of Hamilton since 1997. This year he has been working as a fundraiser as well as training to be a climber for the Climb for Cancer, which raises money for the Juravinski Cancer Centre in Hamilton.