Jeffrey Ferris

Jeffrey Ferris

Senior Portfolio Manager

CFA®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 308-9214

Mobile

(647) 403-9549

Office Location

66 Wellington Street West 11th Floor Toronto, ON M5K 1A2. map

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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®

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The Ferris DiGregori Group

Team Photo
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 meet their distinct needs.