Jeff Pocock, B.Ed., MBA, CFP, CIM, FCSI
Associate Portfolio Manager
Jeff honed his craft as a Certified Financial Planner with one of Canada’s largest investment firms with a focus on retirement, tax and estate planning, as it pertains to incorporated business owners and professionals. His strategic planning includes individual pension plans for business owners, risk management and the placement of life insurance and tax deferred investments in the corporation.
Jeff has completed the Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). He is currently a CFA® Level 1 candidate.
He graduated from Wilfrid Laurier University with an Honours degree in music and French literature and went on to do performance studies at Mohawk College in Hamilton. He completed his MBA in International Business Studies at the University of Windsor and the University of Guadalajara in Mexico and was project coordinator on a BBC Documentary on Free Trade.
His articles and quotes have appeared in The Globe and Mail, CBC TV, Ontario Dentist, The Medical Post, Windsor Essex Medical Society Newsletter, Advisor’s Edge and Advisor’s Edge Report. He has also appeared on AM800, Experts on Call.