As an Investment Counsellor with RBC PH&N Investment Counsel, Jeff helps clients achieve their financial goals by ensuring their needs are addressed through a collaborative and transparent relationship.
By working with a select number of families, corporations and charitable organizations, he is able to devote the necessary time and resources to build trusted and lasting relationships with his clientele across Atlantic Canada.
Jeff began his career with RBC PH&N Investment Counsel in May 2012 where he developed an in-depth understanding of advanced investment strategies tailored to address the specific and complex needs of high-net-worth clients. Prior to joining the firm, Jeff conducted capital markets research focusing on the oil and gas industry for academic publication.
A graduate of Dalhousie University, Jeff earned his Master of Business Administration (Finance). He also holds the Chartered Financial Analyst (CFA) designation. He currently volunteers with Halifax City Soccer, Halifax Hawks Minor Hockey Association and the Ronald McDonald House Charities Atlantic. Outside of the office, Jeff tries to keep up with his wife and three active children.
