Meet The Team
Portfolio Manager & Investment Advisor
CFA
Jeff Ferris is a Senior Portfolio Manager with TD Wealth where he is responsible for providing globally diversified investment counselling services to private clients in the Toronto area.
Jeff has over 25 years of investment management experience. Prior to joining TD Wealth in 1998, he worked in Canada Trust's Investment Management and Planning Services division as an Account Manager. Jeff began his career at the head office branch of Canada Trust in London, Ontario.
As a Senior Portfolio Manager, Jeff's primary role is to provide investment counsel to his clients, specifically to help develop and implement investment management solutions tailored to meet the unique needs of high net worth Canadian families, estates, and trusts. Jeff will also leverage the latest findings in the field of behavioural finance to support his clients in making better financial decisions.
Jeff is a Chartered Financial Analyst (CFA) charterholder and a graduate from the University of Western Ontario with a BA degree in economics. Jeff has also attained the Canadian Investment Manager (CIM) designation through the Canadian Securities Institute.
Jeff and his wife Sandra live in Toronto with their two daughters.
Portfolio Manager & Investment Advisor
CFA
B.Comm.
Joe is a Senior Portfolio Manager with TD Wealth Private Investment Advice in Toronto where he provides highly customized discretionary portfolio management services to high net worth clients, including Canadian families, corporations, trusts, and foundations. This includes a comprehensive discovery of client goals, objectives, and desires to produce an investment portfolio that is well-suited to help meet the ongoing and dynamic needs of each individual client.
Joe also strongly believes that financial considerations outside of traditional investment management are extremely important in helping clients attain their goals. In collaboration with TD specialists, detailed financial and estate planning, tax management, and charitable gifting strategies are important factors that he considers when developing long-term strategies for his clients.
With over 15 years of financial services experience, Joe has a Bachelor of Commerce degree from the University of Toronto, specializing in Finance and majoring in Economics and holds the coveted Chartered Financial Analyst (CFA) designation.
Joe lives in Toronto with his wife Rachelle and daughter Alice.
English
Chartered Financial Analyst
Bachelor of Commerce from the University of Toronto
Administrative Associate
Administrative Associate
Administrative Associate
CFA®
B.Comm
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
