Jeff Pocock

Jeff Pocock

Gestore di Portafoglio-Azioni presso Wickham Investment Counsel, Inc.

Consumer Services
Finance
Health Services

Profilo

Mr. Jeffrey R.
Pocock is an Associate Portfolio Manager at Wickham Investment Counsel, Inc. He honed his craft as a Certified Financial Planner with one of Canada’s largest investment firms with a focus on retirement, tax and estate planning, as it pertains to incorporated business owners and professionals.
His strategic planning includes individual pension plans for business owners, risk management and the placement of life insurance and tax deferred investments in the corporation.
Mr. Pocock was previously employed as a Project Coordinator & Research Assistant by Henry Ford Health System.
He graduated from Wilfrid Laurier University with an Honours degree in music and French literature and went on to do performance studies at Mohawk College in Hamilton.
He completed his MBA in International Business Studies at the University of Windsor and the University of Guadalajara in Mexico and was project coordinator on a BBC Documentary on Free Trade.
He has completed the Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI).
He is currently a CFA Level 1 candidate.

Posizioni attive di Jeff Pocock

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/07/2016
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Precedenti posizioni note di Jeff Pocock

SocietàPosizioneFine
Corporate Officer/Principal 01/06/2005
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Formazione di Jeff Pocock

University of Windsor Masters Business Admin
Wilfrid Laurier University Undergraduate Degree

Esperienze
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Aziende private

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Relazioni

34

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4

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Donna

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Aziende private2

Finance

Health Services

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