Profile
With over 23 years in the investment and insurance industry, Jeff Rask, CFP®, is a Senior Investment Advisor with Wellington-Altus Private Wealth and founder of the GreyWolf Wealth Management Group in Saskatoon, SK. Throughout his career, Rask has earned recognition as a trusted advisor and notable achiever in the industry.
Raised on a family farm, Rask developed a strong work ethic early in life, along with a deep appreciation for teamwork through his involvement with the farming operation and competitive hockey. These values continue to shape his belief that lasting success is built through strong relationships, shared goals, and a true team-first mindset.
Rask began his career in financial services in 2004 with Sun Life Financial, where he spent 13 years helping build one of Western Canada’s larger operations. After successfully growing Aurora Financial Solutions, he transitioned to Wellington-Altus Private Wealth, drawn by its entrepreneurial culture, open wealth platform, and integrated approach to financial planning and insurance solutions.
In his role at GreyWolf Wealth Management Group, Rask has built a highly collaborative team dedicated to comprehensive financial planning for high-net-worth individuals, business owners, retirees, and families. He specializes in holistic wealth solutions that integrate investment management, retirement, estate planning, insurance, and tax-efficient strategies tailored to each client’s evolving needs and unique goals. His approach is grounded in long-term relationships, personalized guidance, and unbiased advice designed to support lasting financial success.
He believes strong leadership begins with exceptional service, strategic industry knowledge, and teamwork – values that continue to drive GreyWolf’s growth across Western Canada and the lasting success of its clients and advisors.
410 22nd Street E, Suite 1100, Saskatoon, SK S7K 5T6
306 986 0483
jeff.rask@wellington-altus.ca
linkedin.com/in/jeffraskwprivate
advisor.wellington-altus.ca/greywolfwealth
Jeff Rask, CFP®
Senior Investment Advisor
GreyWolf Wealth Management Group
Wellington-Altus Private Wealth
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Bio
Milestones
2004–2017
2017-Present
2023
2024
2025
SunLife Financial – Financial Planner
Aurora Financial Solutions Inc. – Founder & CEO
2004–2017
GreyWolf Wealth Management Group with Wellington-Altus Private Wealth – Senior Investment Advisor, CFP
GreyWolf Wealth Management Group – Founder
2017- Present
Best Financial Advisors in Canada: Wealth Professional 5-Star Advisor Recognition
2023
Best Financial Advisors in Canada: Wealth Professional 5-Star Advisor Recognition
2024
Best Financial Advisors in Canada: Wealth Professional 5-Star Advisor Recognition
2025
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.