About Jeff Cait

As a retired Canadian Life Insurance Advisor spanning 40 years, my career has taken me from building products for the largest global insurance companies and leading sales forces focused on high net worth clientele. Today, I write about technical life insurance on LinkedIn and as a Contributor for Advisor.ca and InvestmentExecutive.com.

I expect the insurance industry was a draw for me in large part because of my mother's struggle. Imagining the extraordinary impact that one piece of financial planning would have had on our lives is in the backdrop of every piece of business I consider. I am passionate about the work I do because it helps families regain control of their financial destiny.

My Career

Independent Life Insurance Consultant, 1996 - Present
JeffCait.com

Director, Tax and Estate Planning, 2008 - 2013
IDC Worldsource Insurance Network

Director, Marketing, 2002 - 2008
Creative Planning Financial Group

Associate Marketing Director / Life Marketing Consultant, 1992-2001
PPI Financial Group

My Designations

Master of Business Administration (MBA), Finance 1981
Schulich School of Business, York University

Certified Financial Planner (CFP)
FP Canada

Trust & Estate Practitioner (TEP)
STEP Canada

My Colleagues

  • "Years ago, I told Jeff that I wish I had met him earlier. Recently, he asked me why I had said that. I said it would have been good for my clients, good for me, and good for you."

    Stephen Altbaum
    FCPA + Founder of Lipton LLP Chartered Accountants

  • "Jeff Cait has been my insurance advisor for many years. He's a pleasure to work with. Jeff is a problem solver - knowledgable, creative, efficient, and smart. Better: he's so smart that he knows that he doesn't know everything, so he willingly works in close collaboration with his clients and with other professionals. Jeff has produced excellent results for my family. I recommend him highly."

    Harry W. Arthurs
    Retired Law Dean and University President

  • "When you speak with Jeffrey, you will quickly realize that you have come across perhaps the smartest insurance strategist that you will ever meet. I found his knowledge and attention to detail, second to none. I am glad that Jeff's expertise has properly protected my family."

    Kent Dinning
    CEO + Business Strategist