Jeff Wagman
BA, FCSI, CIM
Portfolio Manager
Jeff has worked in the financial industry for over 30 years, beginning as a Foreign Exchange and Money Market Trader for a variety of major international banks. In 1986, Jeff became a Financial Advisor with a major Canadian investment brokerage firm. Over the past 30 plus years, Jeff has successfully achieved the designations of Fellow of the Canadian Securities Institute, Canadian Investment Manager and Designated Portfolio Manager. He is a graduate of the University of Waterloo, (B.A Economics, 1979).
Jeff was also an instructor for the Intelligent Investing series of seminars for the Investor Learning Centre from 1997 until 2001. The Investor Learning Centre was a not-for-profit, public educational organization sponsored by the Canadian Securities Institute. In 1998, Jeff became one of five semi-finalists for the coveted I.D.A. Distinction Award sponsored by the Investment Dealers Association of Canada, now known as IIROC.
Jeff is married to Annalee and they have three grown children (Eric, Elizabeth and Stephanie). Jeff has been involved in the Jewish community and currently is the Governor of the Tel Aviv University, Past Chairman of the Canadian Friends of Tel Aviv University, Governor of Tel Aviv University, Former Treasurer and member of the Board of Directors of the Harold Green Jewish Theatre and Past Board Chair of BBYO Toronto.