Andy Jeffery
Portfolio Manager-Equities at Northwood Family Office Ltd.
Profile
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.
Andy Jeffery active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 30/04/2015 |
Training of Andy Jeffery
Brock University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Andy Jeffery