Andy Jeffery
Gestor de Cartera-Acciones en Northwood Family Office Ltd. .
Perfil
Mr. Andrew Jeffery is a Vice President of Family Office Advisory at Northwood Family Office Ltd.
He is a member of Northwood’s client service team and works with families in the areas of financial planning, investment management, and taxation.
Prior to joining Northwood, Mr. Jeffery worked as a Senior Associate at yourCFO Advisory Group, where he was responsible for managing and advising high net worth clients on a variety of wealth management needs.
Before his time at yourCFO Advisory Group, he worked at Taylor Leibow LLP as a tax accountant, where he focused primarily on the taxation of individuals and privately owned businesses.
He has an Honours Bachelor of Accounting degree (BAcc) from Brock University.
He is a Chartered Professional Accountant (CPA, CA), a Chartered Life Underwriter (CLU), holds the Chartered Investment Manager (CIM) designation and is a member of the Institute of Chartered Accountants of Ontario.
Cargos activos de Andy Jeffery
Empresas | Cargo | Inicio |
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Northwood Family Office Ltd.
Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Gestor de Cartera-Acciones | 01/05/2015 |
Formación de Andy Jeffery.
Brock University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 1 |
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Northwood Family Office Ltd.
Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Finance |
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