Jeff brings over 25 years of work experience to his role with RBC Dominion Securities and joined RBC Wealth Management in 2014.
Jeff provides wealth management solutions to business owners, executives, professionals and retirees. His passion is working with clients whose financial situations have become increasingly complex due to the accumulation of wealth and now seek a more comprehensive approach to managing their financial affairs. In additional to investment management this may also include tax minimization strategies, business succession, retirement planning, estate planning, insurance and philanthropic planning.
Prior to working at RBC, Jeff was a partner at a HR strategy consulting firm and was a vice president at a fortune 500 global financial consulting company. After qualifying as a Chartered Accountant (CPA, CA) while working for a multinational audit, tax and consulting firm, he worked in corporate reporting and analysis.
Jeff was born in Kitchener-Waterloo and spent most of his childhood living in Owen Sound. He graduated from the University of Waterloo in 1993 with an Honors degree in Mathematics (Computer Science). He holds the Certified Financial Planner (CFP) designation and the Chartered Investment Manager (CIM) designation.
Jeff is very supportive of many worthwhile causes in our local community. Currently, he is the Treasurer for the Quest Art School and Gallery in Midland.
