VP, Family Office Advisory

Andrew Jeffery

Andy is a VP in Northwood’s family office advisory group and sits on the management committee. He specializes in helping multi-generational families in the areas of financial planning, investment management, tax and estate planning, and family governance.

CONTACT

In addition to his work with families, Andy co-leads the client operations and technology groups at Northwood.

Prior to joining Northwood in 2015, Andy worked in public accounting as a tax specialist, and spent time at an independent financial planning firm. As a financial literacy advocate, Andy regularly facilitates educational sessions on behalf of CPA Canada for individuals, families, and entrepreneurs.

When not working with families, you can find Andy on the golf course, buried in a non-fiction book, or exploring new restaurants with his wife.

 

Designations

CPA, CA, CFP, CLU, CIM

Education

Bachelor of Accounting (BAcc), Brock University

Years in the Industry

12 years

Years at Northwood

7 years

Awards

“I choose to work at Northwood because I get to build meaningful relationships with my clients, solve complex and challenging problems, and work with the most talented group of professionals I’ve ever met”.