Jeff Pocock, B.Ed., MBA, CFP
Vice President Marketing and Business Development
Jeff has over 20 years of experience as a professional in financial planning, education and research. Prior to working in the investment industry, Jeff worked as an educator and in research for one of the largest hospital systems in the United States.
He honed his craft as a Certified Financial Planner with one of Canada’s largest investment firms for over 6 years with a focus on retirement, tax and estate planning, and specialized in working with incorporated business owners and professionals. His strategic planning includes corporate pension plans for shareholders, risk management and the placement of life insurance and tax deferred investments in the corporation.
Jeff graduated from Wilfrid Laurier University with an Honours degree in music and French literature and went on to do performance studies at Mohawk College in Hamilton. He completed his MBA in International Business Studies at the University of Windsor and the University of Guadalajara in Mexico and was project coordinator on a BBC Documentary on Free Trade.
His articles and quotes have appeared in The Medical Post, Windsor Essex Medical Society Newsletter, Advisor’s Edge and Advisor’s Edge Report. He has also appeared on AM800, Experts on Call.