Andrew Jeffery, CPA, CA, CFP, CLU, CIM
Director of Client Services
Andy is a member of Northwood’s client service team and works with families in the areas of financial planning, investment management, and taxation.
Prior to joining Northwood, Andy worked as a Senior Associate at yourCFO Advisory Group, where he was responsible for managing and advising high net worth clients on a variety of wealth management needs.
Before his time at yourCFO Advisory Group, Andy worked at Taylor Leibow LLP as a tax accountant, where he focused primarily on the taxation of individuals and privately owned businesses.
Andy is a Chartered Professional Accountant (CPA, CA), a Chartered Life Underwriter (CLU), and holds the Chartered Investment Manager (CIM) designation. He has an Honours Bachelor of Accounting degree (BAcc) from Brock University and is a member of the Institute of Chartered Accountants of Ontario.
In his spare time Andy is an active financial literacy volunteer on behalf of CPA Canada. He regularly conducts sessions to teach financial literacy concepts to individuals, families, and entrepreneurs.