Jeff joined the iA Clarington investment management team in 2013. He specializes in fixed income and credit, with a focus on senior loans, high yield and investment grade corporate bonds.

Prior to joining iA Clarington, Jeff was lead portfolio manager for the fixed income and credit mandates of a boutique Canadian investment firm, where he created the firm’s senior loan business. Previously, he was responsible for institutional funds, investing in mezzanine loans and private equity on behalf of some of Canada’s largest pension plans.

Jeff has more than 15 years of investment experience. He is a Chartered Investment Manager and Chartered Professional Accountant. He also holds an HBA from Ivey Business School, Western University.

 

Read Jeff's monthly commentaries.

Jeff's philosophy 

Jeff is recognized for his experience and skilled analysis of credit risk. His goal is to build high-conviction portfolios that capture attractive income streams while minimizing risk and exposure to economic and market conditions. Jeff's approach involves identifying companies with a long history of generating sustainable and predictable cash flows and assessing not only price and yield, but also the strength of credit agreements and structure.

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