Jeffrey Ferris
Senior Portfolio Manager
CFA
Working together to help you achieve what truly matters to you
> Part of The Ferris DiGregori Group
Phone
Office Location
Jeff Ferris is a Senior Portfolio Manager with TD Wealth Private Investment Counsel where he is responsible for providing globally diversified investment counselling services to private clients in the Toronto area.
Jeff has over 25 years of investment management experience. Prior to joining TD Wealth Private Investment Counsel in 1998, he worked in Canada Trust's Investment Management and Planning Services division as an Account Manager. Jeff began his career at the head office branch of Canada Trust in London, Ontario.
As a Senior Portfolio Manager, Jeff's primary role is to provide investment counsel to his clients, specifically to help develop and implement investment management solutions tailored to meet the unique needs of high net worth Canadian families, estates, and trusts. Jeff will also leverage the latest findings in the field of behavioural finance to support his clients in making better financial decisions.
Jeff is a Chartered Financial Analyst (CFA) charterholder and a graduate from the University of Western Ontario with a BA degree in economics. Jeff has also attained the Canadian Investment Manager (CIM) designation through the Canadian Securities Institute.
Jeff and his wife Sandra live in Toronto with their two daughters.
Certificates
CFA
Learn about our team
The Ferris DiGregori Group
Our team provides bespoke wealth and investment management solutions to a select group of personal and institutional clients including high net worth families, business owners, professionals, foundations, trusts, and corporations. We have extensive experience working with wealthy clients from diverse backgrounds and provide holistic wealth solutions to help meet their distinct needs.