Jeffrey brings a strong background in accounting and taxation to Moodys Private Client, having held roles at two of the Big Four professional services networks and the Canada Revenue Agency (CRA). His work encompasses tax compliance, corporate reorganizations, estate planning, corporate and personal tax planning, and compilation engagements.

Jeffrey takes a client-focused approach, while recognizing the importance of understanding each client’s full financial picture before providing professional advice. He is committed to making intricate tax matters easier to comprehend and offers proactive guidance that considers both immediate needs and long-term goals.

He values strong client relationships built on open communication, attention to detail, and personalized service. Jeff takes pride in delivering practical solutions that reflect each client’s unique circumstances.

Outside of work, Jeffrey enjoys staying active and embracing a little friendly competition through volleyball, golf and hockey. Two of his most recent athletic accomplishments include cycling from Jasper to Banff in just two days and playing on a co-ed volleyball team that won the league championship in 2026.