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Jeff Pollock

Chief Executive Officer, Portfolio Manager

Schneider & Pollock Wealth Management Inc. was created to provide each client a customized portfolio and to offer the timely personalized attention that is increasingly disappearing throughout the industry. The firm is registered in Ontario, Alberta, British Columbia, and Nova Scotia.

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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.

The Business Elite awards recognized Jeff as a “40 Under 40”.

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

Within the community, Jeff is:

  • The Treasurer for the Rotary Club of Toronto and a member of its Board and Executive Committee. As an active Rotarian, Jeff has served on multiple committees that aid worthy charitable causes throughout the Toronto area.

  • The Past President and current Chief Financial Officer for his local provincial party’s riding association.

  • A member of the National Club, where he sits on its Membership Committee. 

Jeff is a member of Toronto's Chartered Financial Analysts (CFA) Society.

 

In his spare time, Jeff is currently writing a book about Toronto and its many leaders who sought to influence it. He also enjoys participating in the National Club's book club each month.

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