Full Name
Jaye Walter
Job Title
Investment Planning Advisor
Company / Organization
CDSPI
Speaker Bio
Jaye Walter is an Investment Planning Advisor holding the CIM®, TEP, FMA®, and FCSI® designations. He is also a CFP professional. Jaye has 20+ years of experience in the financial services industry and he joined CDSPI Advisory Services Inc. in 2019 as a senior financial planner focused on wealth management. He works with high-net-worth clients providing solutions for their investment, retirement, tax, business succession and estate planning goals.
Speaking At
