Andy Jeffery

Andy Jeffery

Portfolio Manager-Equities at Northwood Family Office Ltd.

Finance
Consumer Services

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

CompaniesPositionStart
Portfolio Manager-Equities 30/04/2015
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Training of Andy Jeffery

Brock University Undergraduate Degree

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