Jeff Schwartz
BComm, CPA, CGA
Jeff's Story
Jeff is highly experienced, having enjoyed more than 32 years in wealth management, pension, insurance, accounting and retail solution delivery. He has a deep understanding of delivery methodology, coupled with the expertise to bridge software innovation with process execution. Throughout his career, he has been a key contributor, leader and innovator on numerous enterprise initiatives; having worked with Scotiabank, AGF Management, CIBC Wood Gundy and Canadian Tire.
He brings extensive expertise in stakeholder facilitation and delivery management, and combines deep technical skills with expert requirements elicitation, rationalization and optimization to enable clients to build value-driven solutions.
Jeff holds a Bachelor of Commerce from McGill University, and is a Certified Professional Account (CPA, CGA).
He leads our analytical teams and enjoys providing mentorship and coaching to emerging talent.
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Who He's Worked With
About Jeff's Work
Insights
05Feb
8 Things You Must Do For Effective Team Meetings
Facilitation is a skill that can make or break the effectiveness of your team. This…
Read MoreBeyond Rainmaking
Get to know Jeff – Beyond advisory, Jeff has other tools in his wheelhouse. He is an avid sailor who knows his way around jib booms and beam winds. In many ways, crewing/navigation are akin to the teamwork/analysis required to successfully steer requirements toward a vision.