Meet the team

Jeff is a Chartered Investment Manager who helps enable clients to get the most out of their hard work and sacrifice. He focuses on understanding their immediate and long term goals and implements comprehensive wealth management plans with the help of valued partners across RBC. Retirement and estate planning as well as business planning and succession are areas of focus. Jeff constructs and oversees portfolios drawing on a wealth of experience and research. Working to ensure his clients can pursue their hopes and dreams, however tranquil or adventurous, is a process he thoroughly enjoys and views as a lifelong collaborative partnership.  

Jeff has spent the last 17 years working in the financial industry previously as a VP, Senior Consultant at one of the worlds largest asset managers. In his free time Jeff enjoys mountain biking, hockey and golf. He is a passionate music lover and plays guitar and mandolin. He lives with his wife Penny, three children and two dogs. He recently worked with a group of individuals in the Northumberland Region to ensure that wildlife underpasses be included in the upcoming 401 highway widening project.