Jeff has worked in the financial industry for over 35 years, starting as a Foreign Exchange and Money Market Trader for several major international banks. In 1986, Jeff became a Financial Advisor with a major Canadian investment brokerage firm. Over the past 35-plus years, Jeff has successfully achieved the designations of Fellow of the Canadian Securities Institute, Canadian Investment Manager and Designated Portfolio Manager. He is a graduate of the University of Waterloo (B.A Economics, 1979).

Jeff was also an instructor for the Intelligent Investing series of seminars for the Investor Learning Centre from 1997 until 2001. The Investor Learning Centre was a not-for-profit, public educational organization sponsored by the Canadian Securities Institute. In 1998, Jeff became one of five semi-finalists for the coveted I.D.A. Distinction Award sponsored by the Investment Dealers Association of Canada, now known as CIRC.

Jeff is married to Annalee and they have three grown children (Eric, Elizabeth and Stephanie). Jeff has been involved in the Jewish community. He is currently a Governor of Tel Aviv University, past Chairman of the Canadian Friends of Tel Aviv University, and Former Treasurer and member of the Board of Directors of the Harold Green Jewish Theatre, as well as past Board Chair of BBYO Toronto, and BBYO International (Washington, D.C).