The Gayfer Team's mission is to simplify and enrich the lives of our clients by serving as their primary advisory team in managing their assets, financial needs, and lifestyle needs.
Byron Gayfer has 17 years experience in the financial services industry. Byron is a Certified General Accountant and until 1998 he worked as an accountant. This experience and expertise is invaluable when dealing with his client's financial affairs and tax issues. In 1998, Byron made the move into the investment and financial planning business with BMO Nesbitt Burns.
Byron has assembled a dynamic team that has a comprehensive, integrated approach to their clients wealth, financial, business, and succession challenges. Chris Uri, also a Financial Advisor, and Jennifer Gayfer, are both on hand to assist clients. As well as servicing the Kamloops area, Byron travels regularly to 100 Mile House, Williams Lake, Quesnel, and Merritt to meet with clients and discuss their needs.
Client satisfaction surveys in the Investment Management Industry have indicated that the amount of client contact from their Investment Representative is often found lacking. The Gayfer Team has implemented a comprehensive Client Service Program which is a detailed approach to customer service which strengthens the team's ability to work with clients to attain their financial goals through on-going communication and contact. Each client receives a personalized Service Pledge that is customized to meet their individual needs.
To meet the team...go to the "Learn More" tab above.
Please click on the "Publications" tab above for an extensive list of financial planning articles.
Byron Gayfer's Education:
Degrees and Professional Designations: FMA Financial Management Advisor CGA Certified General Accountant B.Sc. Bachelor of Science - UBC FCSI Fellowship of the Canadian Securities Institute
Other: Wealth Management Course Professional Financial Planning Course Canadian Securities Course Level II Insurance
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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