Jeff is a Chartered Investment Manager and lead investment advisor on the team. Jeff has two degrees from Queen's University, a Bachelor of Science in Mathematics and a Bachelor of Arts in Psychology & Business. With over 27 years of industry experience, Jeff has seen many types of clients and situations. Jeff spent most of his career with a large institutional investment firm, working directly with some of Canada's most successful money managers. This background distinguishes Jeff in the level of knowledge and experience he is able to offer clients.

When Jeff is not analyzing stock markets or advising clients he enjoys playing a variety of instruments including guitar, piano, and drums. Jeff has always been a supporter of local charities and has been a title sponsor to causes such as: Make-A-Wish, Ronald McDonald House, London Health Science Centre, Blue Water Health, and Woodstock Hospital Foundation.  Jeff is an avid car enthusiast and loves spending time with his wife and two children. 

Ellen Jenkins is a seasoned veteran, with over 20 years as an Investment Representative on Canadian advisory teams. Today, Ellen works two days a week between October and June. Our clients appreciate her stellar service and the continuity she brings to the team.
 
Originally from Belfast, Northern Ireland, Ellen prides herself on providing caring, personal service administrative support and takes on special projects. She has set up an email system that documents our client contact and ensures everyone gets in to see Jeff for a review at minimum, once a year.