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Jeff Clarke

Senior Portfolio Manager

  • CFA®
  • CFP®
  • CIM

"Working together to help you achieve what truly matters to you"

I am a Senior Portfolio Manager for the Kingston/Seaway District which spans West to Trenton, North to Bancroft and East to Gananoque. With 25 years of financial services and investment experience I have held a variety of roles including Tax Manager, Financial Consultant and Financial Planner.

I hold designations including a Bachelor of Arts Honour Degree in Economics from Carleton University, Chartered Financial Analyst Charter Holder and a Certified Financial Planner with the Financial Planning Standards Council.

Outside of work I am a member of the Friends of the Environment Committee, enjoy spending time with my family, cooking, reading and staying active.

ADDITIONAL CONTACT

Branch Office: (613) 782-1270

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

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Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

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