Jeff Sproul Email & Phone Number
Investment Adviser Representative, Wellington-Altus USA @ West Oak Family Office
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Sproul Location
- Aurora, ON, CA
Jeff Sproul Work
- 2021 -now Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel @
- 2021 -now Senior Wealth Advisor, Portfolio Manager, Wellington Altus Private Counsel @
- 2021 -now Investment Adviser Representative, Wellington-Altus USA @
- 2021 -now Senior Wealth Advisor @
- 2011 -2021 Senior Vice-President, Wealth Management and Associate Portfolio Manager @
- 2010 -2011 AVP Client Relations @
- 2000 -2010 Private Account Executive @ TD Waterhouse Private Client Services
- 1998 -2000 Financial Planner @ TD Asset Management Inc
- 1996 -1998 Personal Banker - Level 1 and Level 2 @ TD Bank Financial Group
- 1995 -1996 Management Trainee @ TD Bank Financial Group
- 1992 -1995 Administration @ TD Bank Financial Group
Jeff Sproul Education
- Canadian Securities Institute
Chartered Investment Manager (CIM) (Personal Financial Planner (PFP) Canadian Securities Course (CSC))
2000-2000 - Canadian Association of Insurance and Financial Advisors (CAIFA)
Life Agent (includes Accident & Sickness)
1999 - Institute of Canadian Bankers
PFP (Personal Financial Planner)
1996-1998 - Brock University
Hons BBA (Business Administration; Marketing)
1991-1995 - Institute of Canadian Bankers
Personal Financial Planner
1995 - Heatherbrae
- TCI
Jeff Sproul Skills
- Leadership
- Estate Planning
- Financial Advisory
- Direct Marketing
- Banking
- Client Relationship Building
- Financial Planners
- Cash Flow
- Bonds
- Retirement Income Strategies
- Estate Tax Planning
- Panel Moderator
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Alternative Investment Solutions
- Portfolio Management
- Private Wealth Management
- Business Development
- Finance
- Financial Services
- Organizational Effectiveness
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Holistic Wealth Management
- Client Development
- New Business Development
- Credit
- Trusts
- Security Research And Analysis
- Wealth
- Succession Planning
- Personal Finance
- Insurance Planning
- ETFs
- Private Banking
- Retirement
- Loans
- Investment Management
Jeff Sproul Summary
- Jeff Sproul, based in Aurora, ON, CA, is currently a Investment Adviser Representative, Wellington-Altus USA at Wellington-Altus. Jeff Sproul brings experience from previous roles at Wellington-Altus, Stonehaven Private Counsel, Stonehaven Financial Group and Northland Wealth Management. Jeff Sproul holds a 2000 - 2000 Chartered Investment Manager (CIM) in Personal Financial Planner (PFP) Canadian Securities Course (CSC) @ Canadian Securities Institute. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Direct Marketing, Banking and more. Jeff Sproul has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeff Sproul?
Find contact details for 700 million professionals.
Others Named Jeff Sproul
Jeffrey Sproul
Residential loan officer
Eau Claire, WI, US
Jeff Sproul
Vice President
Kankakee, IL, US
Jeff Sproul
Art Director and Head of Art and Design
New York, United States
Top West Oak Family Office Employees
Manmeet Bhatia
SVP, Head of Private Counsel and USA
Vancouver, BC, CA
James Lawrence
Senior Vice President, Marketing
Toronto, ON, CA
John Price
Vice President Corporate Development
Calgary, AB, CA
Ryan Alby
Associate Vice-President, Human Resources
Winnipeg, MB, CA
Paul Beauregard
Executive Vice-President, Corporate Services
Winnipeg, MB, CA
Katharine Baran
Senior Vice President Operations
Hamilton, ON, CA
Elson Fung
Associate Vice President, Data and Analytics
Toronto, ON, CA
Gilles Belair
Senior Vice-President, Finance
Winnipeg, MB, CA
Pat Clunie
Senior-Vice President, Human Resources
Winnipeg, MB, CA
Kevin Knopp
Senior Vice President, Practice Management
Calgary, AB, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co