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Jeffrey started his career as a messenger at the Toronto Stock Exchange at the age of 16. Today, he blends his knack for modern information-gathering technology with sophisticated investment strategy development and execution. Jeffrey holds the Chartered Investment Manager (CIM®) and Derivatives Market Specialist (DMS) designations; he is proud to be the one of the few derivatives specialist on Vancouver Island.
Degrees in Public Affairs and Management and another in Anthropology from Carleton University gave Jeffrey a research-intensive perspective to investment management in the global markets. Prior to joining TD Wealth Private Investment Advice early in 2019, he and his team worked with RBC Dominion Securities for 10 years. Jeffrey has also been a Senior Investment Advisor with Canaccord Capital, a Business Manager with the Wheaton Group, and Vice President—Academic of CUSA Inc.
Jeffrey speaks French and Spanish. He is a dedicated father to his two young sons, with whom he shares his passion for skiing and the great outdoors.
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Branch Fax: (250) 356-4166
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