Jeff Katzin
CPA, CA, CFA (Del.)

My Background

Starting at BMO Nesbitt Burns in 2002, Jeff works within the team to create and manage financial plans and investment portfolios for high net worth clients. With his proficient background of both Canadian taxation and Portfolio Management, Jeff works with the Tax Specialists at BMO Nesbitt Burns and clients’ tax advisors to ensure portfolios are optimized with a focus on risk-adjusted, after-tax, total returns. Prior to his role as an Investment Advisor, Jeff worked in Corporate Finance at Deloitte where he specialized in business valuations and due diligence engagements. He then moved onto become the Director of Finance & Administration for a major Canadian Consumer Products company. At home, Jeff has three young boys in competitive hockey and enjoys being a hockey dad and managing one of their teams. When Jeff is not watching his kids play in their various sports and activities, he enjoys being a mini stick goalie for his kids and their friends, family vacations and spending time with his wife Jodi."