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Jeff Pollock

Chief Executive Officer, Portfolio Manager

Our firm was created to provide every client a customized portfolio, as well as timely personalized attention that is increasingly disappearing throughout the industry.

To view information about our company's progress, CLICK HERE.

Previously, Jeff worked at two portfolio management registrants, first as an Analyst and Associate Portfolio Manager at Baskin Financial and then as an Associate Portfolio Manager, Senior Portfolio Manager, and Chair of the Investment Committee at Vestcap Investment Management. While at Vestcap, Jeff attained several years of invaluable experience working with his friend and mentor, Nugent Schneider, the firm's co-founder and Chairman of the Board, to assist in managing the portfolios of his clientele.

Jeff enrolled at the Schulich School of Business (York University) on a full entrance scholarship in 2003 and graduated with a Bachelor of Business Administration with distinction on the Dean's List. He received a Juris Doctor from the Faculty of Law at the University of Windsor and holds the Chartered Financial Analyst (CFA) designation, which is globally recognized for investment professionals, especially in the areas of research and portfolio management.


Jeff's unique education in business, law, and finance helps him analyze large amounts of information and pay close attention to detail when making investment decisions for our company's clients.

Born and raised in Toronto, Jeff is an active Rotarian with the Rotary Club of Toronto, serving on its Charitable Asks Committee. He is the President of his local provincial party’s riding association. In addition, Jeff is a member of the National Club where he sits on the Membership Committee and participates with its book club each month. He is also a member of Toronto's CFA Society.

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