Master of Business Administration (MBA), Trinity College, University of Dublin, Ireland
Bachelor of Business Administration (BBA), Bishop's University, Lennoxville, Quebec, Canada
English & French
Specialties: Jeff’s practice centres on conservative investment strategies for both individual and institutional clients.
Specifically: Wealth Management, Retirement Planning, Reserve Fund
has over 10 years of broad based financial services experience. Prior
to joining BMO Nesbitt Burns Inc., Jeff spent 7 years with a major
international bank, laterally as an Assistant Vice President in the
Toronto based corporate and commercial lending group.
Jeff is on
the Board of Directors of the local chapter of the Canadian Society of
Association Executives ("CSAE”), works with a number of local benevolent
causes, and is an active fundraiser and contributor to Ashbury College.
An Institutional Approach to Individual and Family Wealth Management
extensive work with public and private corporations, as well as his
involvement in the foundation and not-for-profit sector have taught him
the value of a disciplined approach to investment management.
Jeff’s Institutional process treats every client situation as unique. Jeff takes into
account each aspect of a client's personal and professional life prior
to developing a comprehensive investment and financial plan.
Core Tenets of Jeff’s Institutional Approach:
Detailed review of each client's and financial situation;
Development of a customized Investment Policy Statement ("IPS”), which guides portfolio decisions;
Detailed economic and equity research to support asset allocation and portfolio decisions;
Regularly scheduled client meetings coupled with on-going high level communication;
Complete transparency of fees charged and returns generated;
Jeff’s broad based experience and his Institutional approach allows him to act as the guardian of each client’s net worth.
This experience also affords him the aptitude to work closely with
each client's other professionals to ensure a comprehensive approach to