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Rotman School of ManagementFor the fifth consecutive year, the University of Toronto’s Rotman School of Management is once again pleased to offer the Rotman Family Wealth Management course. This three and a half day intensive program for family members and family office staff will be held in Toronto from May 2nd to 5th, 2019, and will be taught by Tom McCullough and other key faculty members and wealth management leaders. For more details on the course (including registration information) please click the following link:

Family Wealth Management Program

If you’re interested in more information on the topics covered in the course and who should attend, please watch the following three minute video:

Northwood Family Office

Andrew Jeffery

Andrew is a member of Northwood’s client service team and works with families in the areas of financial planning, investment management, and taxation. Andrew 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.

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