Civil Law · Ontario, Canada
Lawyer · Blake, Cassels & Graydon LLP · Toronto
With over 15 years of experience, Jeffrey specializes in the taxation of investment funds and financial services. He advises clients on diverse asset management structures, including mutual funds, ETFs, pooled funds and pension funds. He also offers taxation expertise related to private equity, banking, capital markets and pension fund investment. In addition, Jeff has extensive experience guiding clients through tax dispute resolution and managing complex income tax planning strategies.
Before joining Blakes, Jeff was a partner at the legal affiliate of a global accounting firm and served as in-house counsel at one of Canada's largest banks.
Outside his legal practice, Jeff is an accomplished, competitive racing sailor with multiple Canadian and North American victories, notably securing class wins in the prestigious Chicago Yacht Club Race to Mackinac and Bayview Mackinac Race.
In 2024, Jeff and co-author Josh Jones received the Douglas J. Sherbaniuk Distinguished Writing Award, a prestigious honour conferred by the Canadian Tax Foundation, for their paper "Recent Developments in Asset Management."
Jeff contributes to the Canadian ETF Association Taxation Committee, the Securities and Investment Management Association (formerly the Investment Funds Institute of Canada) Taxation Working Group and the Portfolio Management Association of Canada Industry Regulation and Tax Committee. He is a member of the Canadian Bar Association, the Ontario Bar Association, the Canadian Tax Foundation and the Law Society of Ontario.
Admitted to the Ontario Bar – 2008 LLB, Queen's University – 2007 BSc (Hon., Engineering Physics – Mechanical), Queen's University – 2003