Meet The Team
Senior Portfolio Manager
CFA®
Jeff Ferris 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 20 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 (2002) and graduated from the University of Western Ontario with a Bachelor of Arts degree in economics (1993). Jeff has also attained the Canadian Investment Management (CIM) designation through the Canadian Securities Institute.
Jeff and his wife Sandra live in Toronto with their two daughters.
Private Client Service Associate
Private Client Service Associate
Client Relationship Associate
CFA®
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
