Jeff Sproul, PFP, CIM
SVP Wealth Management & Associate Portfolio Manager
An accomplished and seasoned advisor, Jeff Sproul has a breadth of financial and business management experience earned over 25 plus years in the financial industry.
Jeff is responsible for providing multidisciplinary strategic direction, management oversight and a highly customized approach to preserving and sustaining family wealth. Moving away from the conflicts inherent in the sale of proprietary products and services of the traditional wealth advisory industry, his focus is 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. Here his belief, that exceptional customer service is paramount, resulted in Jeff being honoured with multiple Awards of Merit. In 2010 he joined the group at Northland Wealth 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 Wealth Management topics and is asked to participate in panel discussions at industry related conferences.
With a background in finance and planning, 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 sophisticated families to optimize multi-generational family wealth through investment management, estate & tax, business succession and other integrated planning strategies as well as tailored family governance and family philanthropy.
Jeff is married over 20 years with two wonderful children. Jeff is active in community affairs working with a variety of not-for-profit and charitable organizations.