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 consulting firm and was a vice president at a Fortune 500 Company. After qualifying as a Chartered Accountant (CPA, CA) while working for a multinational professional services firm, he worked in corporate reporting and analysis.
Jeff graduated from the University of Waterloo in 1993 with an Honors degree in Mathematics (Computer Science). He also holds the Certified Financial Planner (CFP) designation and the Chartered Investment Manager (CIM) designation.
Jeff moved to the Midland area in 2019 and is very supportive of many worthwhile causes in our local community. Currently, he is a Board Member and Chair of the Audit and Finance Committee at the Georgian Bay General Hospital Foundation and is a former Board Member and Treasurer at Quest Art School + Gallery.