Senior Wealth Advisor, Portfolio Manager
An accomplished and seasoned advisor, Jeff Sproul has a breadth of financial and business management experience earned over three decades in the financial industry.
Jeff is responsible for providing multi-disciplinary strategic direction, management oversight, and a highly customized approach to preserving and sustaining family wealth. Moving away from the potential conflicts inherent in the sale of proprietary products and services of the traditional wealth advisory industry, his focus is on developing and maintaining sound inter-generational relationships built on a foundation of understanding and trust.
Jeff was educated at The Goodman School of Business where he obtained an Honours Degree in Business Administration (Hon BBA). Jeff began his career in financial services at a major Canadian Bank, spending the large majority of his 18-year career working in the Private Client Group. There, his belief that exceptional customer service is paramount resulted in Jeff being honoured with multiple Awards of Merit. In 2010 he joined the boutique Multi-Family Office environment and added the Chartered Investment Manager (CIM) designation to his Personal Financial Planner (PFP), earned from The Institute of Canadian Bankers. Jeff has contributed to a variety of books and articles on varied Wealth Management topics and has participated in panel discussions at industry related conferences.
With a background in finance and planning, and integrating his experiences in the boutique and corporate Wealth Management industries, he is a catalyst in identifying deficiencies in financial structures and educating members of wealthy families on the importance of sound stewardship of their Wealth Plan. His areas of expertise include working with families to optimize multi-generational family wealth through investment management, estate and tax planning, business succession and other integrated planning strategies, as well as tailored family governance and family philanthropy.
Jeff has been married for over 20 years, and has two children. Jeff’s wife is a Special Education Teacher in the local community. His daughter is studying Architecture at Ryerson University and his son will be heading to Post University in the NCAA on a lacrosse scholarship. Jeff is active in community affairs working with a variety of not-for-profit and charitable organizations.