Jeff’s career in the investment industry started over 20 years ago in Bermuda. His experience with financial markets spanned venture capital, fixed income and equity trading, asset allocation strategies and co-founder of a hedge fund.
In the last 10 years since returning to Vancouver, Canada,he has returned his focus to fixed income strategies and managing short term cash and deposits. His aim is to provide security of principal, liquidity and the highest yields while remaining within the guidelines of each clients’investment policy statement.
Jeff is a holder of the Chartered Investment Management(CIM) designation. He is an active participant in his community and volunteers as a Board Member at North Star Montessori Elementary School, has spent years as head coach and/or assistant coach for the North Vancouver Football Club and manages his recreational hockey team. In his spare time Jeff can be found mountain biking, playing hockey, hanging out with family and friends, snowboarding and fishing.