Jeffrey Ferris, Portfolio Manager,Toronto, ON | TD Wealth

Skip to main content

About Me

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.

The Ferris DiGregori Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.

Four Pillars at TD Wealth

4 Pillars Web Graphic.jpg

ADDITIONAL CONTACT

Branch Office: (416) 982-7650

Going beyond the financial picture

What is Behavioural Finance

Meet The Team

Joe DiGregori, CFA

Portfolio Manager

Majinder Sihota

Private Client Service Associate

Private Client Service Associate

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Dale DurandBusiness Succession Advisor

Charley TsaiHigh Net Worth Planner

Ian LebaneTax and Estate Planner

Aleem JanmohamedEstate Planning Advisor

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1. Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.