About

Since 1987, Jeff has helped families and businesses in the Edmonton area navigate their financial journeys. He leverages a wealth of industry knowledge to craft strategies that help ensure long-term security and generational wealth.

For Jeff, financial planning is personal—he believes that helping individuals succeed ultimately builds a stronger, more vibrant community.

Speaking of community, Jeff is deeply committed to giving back and actively supports local charities that empower underprivileged youth and families.

In his spare time, he loves helping friends and family with various projects and fueling his passions for aviation, photography, and everything rock and roll.

Jeff holds the CFP®, CHS, and EPC designations.

Debra has worked in the financial industry since 1981, in Client service, sales, marketing, and management. She joined Sun Life  in 2009 as a Long-Term Care Insurance Specialist and subsequently became an Associate Advisor with Wilson Claxton Financial Services Inc., in December 2011, licensed in both insurance and mutual funds.

Debra moved to Palm Desert, California in the early 2000s and undertook a new challenge as General Manager of an Intrawest Resort. Debra was voted Club Intrawest Most Valuable Player in 2002 and 2007. During that time, she also served as a Director of Palm Desert Sister Cities Foundation (2004 – 2009), successfully developing international community programs in fundraising, education, and culture.

As an Advisor, Debra works daily with Clients helping them to achieve financial security by providing proper guidance with a commitment to take care of families and businesses. She also oversees day‑to‑day operations and staff management.

Debra is actively involved in community charities and events including Uncles and Aunts at Large. In her spare time, she loves fitness, golfing, sunshine, beaches and spending time with her family on the farm she grew up on in Cold Lake, Alberta.

Antonio is an associate advisor with a passion for helping people protect their families, build financial confidence, and plan for the future.

Originally from Croatia, Antonio has built his life in Canada and is proud to call Alberta home. Outside of his career, Antonio enjoys spending time with family and friends. His personal experiences have taught him the importance of hard work, preparation, and planning for the future.

Known for being approachable and easy to talk to, he takes the time to get to know each person, understanding their goals, and helping them find solutions that fit their individual situations.

As he continues growing his career in the insurance industry, Antonio's goal is to build long-term relationship with Clients and become someone they can trust with life's important decisions.

Originally from British Columbia, Shari made Edmonton her home in 2017 and has been a proud member of the Wilson Financial team ever since. Having worked in customer service since she was 16 years old, Shari brings lifelong dedication to Client care and a sharp eye for detail to our insurance and investment practice.

She anchors our backend operations to ensure that every Client we serve feels respected, valued, and completely supported. Outside the office, Shari loves to stay active and get outdoors to hike, camp, and travel with her fiancé. Together, they have three pets — two cats and a dog.

When she’s unwinding at home, you'll usually find her drawing, painting, or cuddling up with her hubby to watch a good show.

As an administrative assistant Sonya is a highly adaptable and dependable professional with a warm, approachable smile and a broad foundation spanning both administrative operations and comprehensive Client care, shaped by years of experience handling inquiries and support across medical spa and financial advisory settings.

Whether managing Client inquiries, greeting visitors in person, or welcoming callers over the phone with a reassuring communication style, Sonya naturally puts people at ease and fosters a confident, comfortable experience from the very first interaction.

Her friendly attitude and steady reliability also support smooth, positive connections across the entire team, making her a valued asset to the workplace.