Jeffrey Durocher
CFP, CIM

My Background

A Sudbury area local, Jeff’s lifelong passion for finance began during university. While many of his fellow students used their OSAP funds to travel and splurge, Jeff used the zero-interest loan to invest in GICs. Noticing an increasing lack of financial literacy in society, Jeff pursued a career in wealth management to make a positive impact in the lives of others.

With over 10 years of industry experience, including roles at leading bank-owned investment firms and a top insurance provider, Jeff takes a big-picture approach to wealth management, considering far more than just investing. He and his team have helped many clients make sound financial decisions for their future.

Clients appreciate the way Jeff listens to learn their stories, what’s most important to them and how they see money shaping their family’s future. He is a strong believer in keeping things simple and communicating what he is recommending, why, and how it will benefit people.

Always eager to learn, Jeff has pursued an extensive education. He holds an Honours Bachelor of Commerce degree in finance from Laurentian University and the Certified Financial Planner (CFP^®) and Chartered Investment Manager (CIM^®) designations. Jeff is also working towards earning his Trust and Estate Practitioner (TEP) designation and speaks fluent French.

Jeff balances his professional and family lives by spending time outdoors with his wife and two young kids -- they especially treasure time at their family camp on Manitoulin Island. Jeff likes to remain active, and depending on the season, you will find him out hiking, fishing, or playing golf or hockey.