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Andy Jeffery
Gestionnaire de Portefeuille-Actions chez Northwood Family Office Ltd.
Profil
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.
Postes actifs de Andy Jeffery
Sociétés | Poste | Début |
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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. | Gestionnaire de Portefeuille-Actions | 01/05/2015 |
Formation de Andy Jeffery
Brock University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 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 |