Jeff Sproul

Jeff Sproul is a Senior Wealth Advisor and Portfolio Manager who helps successful business owners, executives, and affluent families make informed decisions about preserving, growing, and transferring wealth.

With more than 30 years of experience in wealth management and financial planning, Jeff specializes in helping clients navigate significant financial transitions, including retirement, the sale of a business, succession planning, and multi-generational wealth transfer. His clients often seek guidance when preparing for liquidity events, transitioning from active business ownership, or creating a lasting legacy for future generations.

Jeff is particularly known for his work in two areas:

Multi-Generational Wealth Planning

Jeff works with affluent families to develop long-term strategies designed to preserve family wealth across generations. His approach integrates discretionary investment management, tax planning, estate planning, family governance, philanthropy, and wealth transfer strategies to help families sustain financial success and prepare future generations for stewardship responsibilities.

Retirement and Exit Planning for Business Owners and Executives

Jeff helps business owners and senior executives prepare for retirement and major liquidity events, including the sale or succession of privately held businesses. Through comprehensive planning, he assists clients in transforming business wealth into a sustainable retirement income strategy while addressing tax efficiency, estate planning, risk management, and legacy objectives.

As a Portfolio Manager, Jeff provides discretionary investment management and coordinates with clients’ accountants, lawyers, and other professional advisors to ensure all aspects of their financial affairs work together within a cohesive wealth management strategy.

Jeff earned his Honours Bachelor of Business Administration (Hon. BBA) from the Goodman School of Business and began his career with a major Canadian financial institution, where he spent much of his 18-year tenure serving high-net-worth clients within the Private Client Group. In 2010, he joined the boutique multi-family office environment and further enhanced his expertise by earning both the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations.

Throughout his career, Jeff has contributed to wealth management publications, participated in professional conference panels, and provided education on investment management, retirement planning, business succession, estate planning, and family wealth stewardship.

Based in Aurora, Ontario, Jeff works with individuals, families, business owners, and executives across Canada who are seeking strategic, long-term financial planning and investment management solutions.