Jeff Hancock, CFP, CLU, CH.F.C, CHS
Partner | Secura Financial Group
Financial Planner
Jeff co-founded Secura Financial Group and takes an active role in the firm’s direction and strategic operations.
Always striving to ensure Secura clients benefit from an exceptional experience, Jeff truly enjoys spending time with clients and learning more about what is important to them to help create their customized Master Financial Plan.
Jeff thrives on the challenge of finding unique and achievable ways to help clients reach their goals.
A graduate of the University of Western Ontario with an honours Bachelor of Arts, Jeff is a Certified Financial Planner and holds the designations of Chartered Life Underwriter, Chartered Financial Consultant, and Certified Health Insurance Specialist.
On the personal side
Jeff was born and raised in Kingston. After briefly living elsewhere, Jeff and his wife, Nicole, made the easy decision to move back to the Limestone City to raise their family. Their twin boys, Kyle and Mack, and daughter, Brynn, provide endless hours of enjoyment for them.
Near and dear to Jeff’s heart is helping organize the Secura annual golf tournament to benefit the Alzheimer’s Society of Kingston, ALS, and our own initiative, Secura Wish.
Jeff loves it when his whole family is home together or travelling to any destination. Whenever possible, you can find Jeff boating, golfing (especially with his kids), skiing (on snow or water!), and spending time at home with Nicole and Brynn.
Specializations
- Complex comprehensive planning
- Tax-sheltered insurance planning
What Clients Are Saying
“Jeff Hancock has been our financial advisor for the past 25 years, guiding us through our earning years and now continuing 10 years into our retirement. We couldn’t be happier with the services, and the results, he and his team have provided.
From the outset, Jeff provided us with personalized advice after carefully getting to know us, our financial goals and our risk tolerances. As Secura Financial has grown considerably and evolved over the past quarter century, Jeff’s attention to our family’s financial needs and goals has never wavered; he remains meticulous and thorough in his approach to planning. His advice is specifically tailored to our situation – certainly not a cookie-cutter plan – and has at times been remarkably innovative. And successful. We have reached our goals and are enjoying a stress-free retirement.
Jeff continues to meet with us at least twice yearly to review in depth our current situation and our changing needs, and to offer concrete suggestions for the near and distant future. These meetings are thorough and friendly and nicely paced. They are never rushed – Jeff has always patiently walked us through the process until all of our questions have been answered to our satisfaction, which we find very reassuring.
There has never been any doubt that Jeff has our financial success as his primary goal, and we are grateful to him and his team, and we recommend Jeff and Secura highly.”
JB & CB, Retired Business Owner / Incorporated Professional
“Going through the process of preparing to sell our business was one of the most significant financial undertakings of our life. Our financial advisor team at Secura Financial Group provided exceptional guidance throughout the process, coordinating closely with our accountants and lawyers to ensure every detail was addressed.
From tax-efficient planning and investment management to insurance and estate considerations, they helped us navigate the potential transition with confidence. Secura’s expertise, professionalism, and collaborative approach were invaluable, and we highly recommend them to any business owner preparing for a major liquidity event.”
SK & AK, Business Owner
“Jeff’s guidance in managing our investments and comprehensive planning has been invaluable. As someone with limited knowledge of investing, we appreciate the time he takes to answer questions and explain financial concepts in a way that is easy to understand. He meets with us regularly to review our financial position, discuss our goals, and ensure we remain on track for the future.
Jeff’s expertise and thoughtful approach to investment management and our planning have resulted in very positive growth in our portfolio. Beyond the financial results, we value his professionalism, responsiveness, and genuine interest in helping us achieve our goals.
We would highly recommend Jeff and his team at Secura Financial Group to anyone looking for investment guidance, whether you are getting ready to retire, exit from your business or want help making the most of your investments. His knowledge, patience, and commitment to his clients make him an outstanding financial advisor.”
KM & PD, Retired Teacher / Active Business Owner
“Selling our family business was one of the biggest financial decisions of our lives, and we wanted to be certain that the years ahead would be financially secure and filled with the things that we love to do. We also wanted the confidence to help our children while we can see them benefit from our help and through a tax-efficient transfer of our estate.
After we sold, the team at Secura Financial Group guided us through every step of the process to create a comprehensive plan tailored to our goals. Their expertise in tax-efficient insurance strategies, investment portfolio management, and retirement income planning gave us clarity and confidence during a major life transition.
Most importantly, they helped us understand that we had enough, not just to maintain our lifestyle, but to enjoy the next chapter of our life with peace of mind. Secura’s personalized service, attention to detail, and genuine care set them apart. We highly recommend them to any business owner looking for trusted advice before, during, or after the sale of a business.”
JG, Retired Business Owner