Jeff Pocock

Jeff honed his craft as a CERTIFIED FINANCIAL PLANNER^MD professional with one of Canada’s largest investment firms with a focus on retirement, tax and estate planning, focused on incorporated business owners and professionals. His strategic planning includes individual pension plans for business owners, risk management and the placement of life insurance and tax deferred investments in the corporation.

Jeff has completed the Chartered Investment Manager designation (CIM^MD) and his MBA in International Business Studies at the University of Windsor and the University of Guadalajara in Mexico and was project coordinator on a BBC Documentary on Free Trade.

Prior to that, he graduated from Wilfrid Laurier University with an Honours degree in music and French literature, went on to do performance studies at Mohawk College in Hamilton and taught high school for ten years.

Jeff’s articles and quotes have appeared in The Globe and Mail, CBC TV, Ontario Dentist, The Medical Post, Windsor Essex Medical Society Newsletter, Advisor’s Edge and Advisor’s Edge Report. He has also appeared on AM800, Experts on Call.