Jeff’s background is unique in the financial services space. After obtaining his Master of Arts degree in International Affairs, Jeff pursued diverse global opportunities. His experience includes collaborating on international human rights cases for a high-profile Canadian senator, guiding a team of engineers to build and ship software, and keeping the streets of East Africa and Southeast Asia safe from fake medications (for real). Jeff’s passions and professional experience have always been focused on finding new ways to help people solve problems that matter.

Jeff joined the Seligman Insurance team in 2014 as an associate advisor, assuming managing responsibilities and ownership in 2018. As a third generation (by marriage) insurance-focused estate planner, Jeff views himself as an educator and guide to his clients and their professional advisors around insurance-based financial planning strategies. Using an approach that blends high emotional intelligence with deep analytical proficiency, Jeff believes strongly in the catalytic role advisors play in the planning process and cares deeply for the well-being of his clients.

Jeff’s career moved in an exciting new direction in early 2025, when Seligman Insurance joined forces with Bridgewell Financial. The strategic decision to join a fast-growing firm offered Jeff an opportunity to enhance the service experience he delivers to longstanding clients: building on a 60 year-plus legacy of financial industry excellence, while leveraging Bridgewell’s unique advantages around technology, wellness, and financial services innovation. Bridgewell clients now have access to Jeff’s specialized expertise in insurance, estate and philanthropic planning and advisory services for multigenerational families.

Away from the office, Jeff and his wife Dani live in midtown Toronto with their four young children and two rescue dogs. Happiest outdoors and active, Jeff is a trail runner and occasional triathlete. Outside of his professional practice, Jeff volunteers with, and fundraises for, organizations that promote social well-being and inclusion of people with differences, in both grassroots and board leadership roles.