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Jeff Sproul, Hon Bba, Pfp, Cim Email & Phone Number
Investment Adviser Representative, Wellington-Altus USA
at
Wellington-Altus
1 work email found
@rogers.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Investment Adviser Representative, Wellington-Altus USA
Location
Aurora, Ontario, Canada
Company size
Who is Jeff Sproul, Hon Bba, Pfp, Cim? Overview
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Quick answer
Jeff Sproul, Hon Bba, Pfp, Cim is listed as Investment Adviser Representative, Wellington-Altus USA at Wellington-Altus, a with 9 employees, based in Aurora, Ontario, Canada. AeroLeads shows a work email signal at rogers.com and a matched LinkedIn profile for Jeff Sproul, Hon Bba, Pfp, Cim.
Jeff Sproul, Hon Bba, Pfp, Cim previously worked as Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel at Wellington-Altus and Senior Wealth Advisor, Portfolio Manager, Wellington Altus Private Counsel at Stonehaven Private Counsel. Jeff Sproul, Hon Bba, Pfp, Cim holds Chartered Investment Manager (Cim), Personal Financial Planner (Pfp) Canadian Securities Course (Csc) from Canadian Securities Institute.
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Email format at Wellington-Altus
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*@rogers.com
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Profile bio
About Jeff Sproul, Hon Bba, Pfp, Cim
An accomplished and seasoned advisor, Jeff Sproul has a breadth of financial and business management experience earned over three decades in the financial industry.Jeff is responsible for providing multi-disciplinary strategic direction, management oversight, and a highly customized approach to preserving and sustaining family wealth. Moving away from the potential conflicts inherent in the sale of proprietary products and services of the traditional wealth advisory industry, his focus is on developing and maintaining sound inter-generational relationships built on a foundation of understanding and trust.Jeff was educated at The Goodman School of Business where he obtained an Honours Degree in Business Administration (Hon BBA). Jeff began his career in financial services at a major Canadian Bank, spending the large majority of his 18-year career working in the Private Client Group. There, his belief that exceptional customer service is paramount resulted in Jeff being honoured with multiple Awards of Merit. In 2010 he joined the boutique Multi-Family Office environment and added the Chartered Investment Manager (CIM) designation to his Personal Financial Planner (PFP), earned from The Institute of Canadian Bankers. Jeff has contributed to a variety of books and articles on varied Wealth Management topics and has participated in panel discussions at industry related conferences.With a background in finance and planning, and integrating his experiences in the boutique and corporate Wealth Management industries, he is a catalyst in identifying deficiencies in financial structures and educating members of wealthy families on the importance of sound stewardship of their Wealth Plan. His areas of expertise include working with families to optimize multi-generational family wealth through investment management, estate and tax planning, business succession and other integrated planning strategies, as well as tailored family governance and family philanthropy.Jeff has been married for over 20 years, and has two children. Jeff’s wife is a Special Education Teacher in the local community. His daughter is studying Architecture at Ryerson University and his son will be heading to Post University in the NCAA on a lacrosse scholarship. Jeff is active in community affairs working with a variety of not-for-profit and charitable organizations.
Current workplace
Jeff Sproul, Hon Bba, Pfp, Cim's current company
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Wellington-Altus
12 roles · 35 years
Jeff Sproul, Hon Bba, Pfp, Cim work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel
Investment Adviser Representative, Wellington-Altus Usa
Senior Wealth Advisor, Portfolio Manager, Wellington Altus Private Counsel
Senior Wealth Advisor
Senior Vice-President, Wealth Management & Associate Portfolio Manager
As Senior Vice-President of Wealth Management I am responsible for co-managing family relationships, as well as meeting the financial planning needs of Northland clients. In addition, I develop and oversee the various marketing initiatives here at Northland Wealth Management.
Jun 2011 - Jan 2021
Avp Client Relations
I work with a great team of Portfolio Managers to service the needs of High Net Worth Individuals, their families and companies. I am responsible for the day to day contact with clients to ensure their needs are being met by the team at MacNicol as well as proactively planning for their retirement, estate and taxation needs.
2010 - Jul 2011
Private Account Executive
Td Waterhouse Private Client Services
Collaberated with a team of professionals to provide integrated financial solutions to ultra-high net worth families.Recipient of the Award of Merit - 2006, 2007 & 2009Top National Sales team leader in new revenue for the last 5 years.Worked closely with an extensive retail network as well as Centres of Influence focusing on detailed training and reciprocal referrals.Developed extensive knowledge of Financial Planning components including Estates & Trusts, Credit… Show more Collaberated with a team of professionals to provide integrated financial solutions to ultra-high net worth families.Recipient of the Award of Merit - 2006, 2007 & 2009Top National Sales team leader in new revenue for the last 5 years.Worked closely with an extensive retail network as well as Centres of Influence focusing on detailed training and reciprocal referrals.Developed extensive knowledge of Financial Planning components including Estates & Trusts, Credit Services, Charitable Giving, Insurance, Taxation and Investment Management.Provided leadership amongst the National Sales team. Chaired the Advisory Council.Mentoring countless individuals new to the PAE role.Developed strong relationships amongst all divisions of the bank in relation to client centric services.Effectively and efficiently managed a Private Client territory as a business.Worked at the highest levels of integrity. Show less
2000 - 2010
~10 yrs
Financial Planner
Td Asset Management Inc
Recruited to participate in Pilot ProjectManaged 200 advisory relationships with a concentration on preparation and implementation of financial plansEffectively serviced 20 retail branches in York Region
1998 - 2000
~2 yrs
Personal Banker - Level 1 & Level 2
Td Bank Financial Group
Personal Banker- Level 1 & Level 2Worked directly with customers of the bank to provide a high level of service and provide a full suite of banking products.
1996 - 1998
~2 yrs
Management Trainee
Td Bank Financial Group
1995 - 1996
~1 yr
Administration
Td Bank Financial Group
1992 - 1995
~3 yrs
7 education records
Jeff Sproul, Hon Bba, Pfp, Cim education
Chartered Investment Manager (Cim), Personal Financial Planner (Pfp) Canadian Securities Course (Csc)
Canadian Securities Institute
Life Agent (Includes Accident &Amp; Sickness)
Canadian Association Of Insurance And Financial Advisors (Caifa)
Pfp, Personal Financial Planner
Institute Of Canadian Bankers
Hons Bba, Business Administration; Marketing
Personal Financial Planner
Institute Of Canadian Bankers
Education record
Heatherbrae
Education record
Tci
FAQ
Frequently asked questions about Jeff Sproul, Hon Bba, Pfp, Cim
Quick answers generated from the profile data available on this page.
What company does Jeff Sproul, Hon Bba, Pfp, Cim work for?
Jeff Sproul, Hon Bba, Pfp, Cim works for Wellington-Altus.
What is Jeff Sproul, Hon Bba, Pfp, Cim's role at Wellington-Altus?
Jeff Sproul, Hon Bba, Pfp, Cim is listed as Investment Adviser Representative, Wellington-Altus USA at Wellington-Altus.
What is Jeff Sproul, Hon Bba, Pfp, Cim's email address?
AeroLeads has found 1 work email signal at @rogers.com for Jeff Sproul, Hon Bba, Pfp, Cim at Wellington-Altus.
Where is Jeff Sproul, Hon Bba, Pfp, Cim based?
Jeff Sproul, Hon Bba, Pfp, Cim is based in Aurora, Ontario, Canada while working with Wellington-Altus.
What companies has Jeff Sproul, Hon Bba, Pfp, Cim worked for?
Jeff Sproul, Hon Bba, Pfp, Cim has worked for Wellington-Altus, Stonehaven Private Counsel, Stonehaven Financial Group, Northland Wealth Management, and Macnicol & Associates Asset Management Inc..
How can I contact Jeff Sproul, Hon Bba, Pfp, Cim?
You can use AeroLeads to view verified contact signals for Jeff Sproul, Hon Bba, Pfp, Cim at Wellington-Altus, including work email, phone, and LinkedIn data when available.
What schools did Jeff Sproul, Hon Bba, Pfp, Cim attend?
Jeff Sproul, Hon Bba, Pfp, Cim holds Chartered Investment Manager (Cim), Personal Financial Planner (Pfp) Canadian Securities Course (Csc) from Canadian Securities Institute.
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