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About Jeffrey

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.

Awards & Recognition

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."

Professional Activities

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.

Professional Appearances
  • Moderator : EIFEL Panel
    Investment Funds Institute of Canada Annual Conference, Toronto, Ontario, June 19, 2024.
  • Co-speaker : Recent Developments in Asset Management
    75th Annual Tax Conference, Canadian Tax Foundation, Montréal, Quebec, November 1, 2023.
  • Co-speaker : How Various Aggregation Rules Apply to Trusts
    70th Annual Tax Conference, Canadian Tax Foundation, Vancouver, British Columbia, November 26, 2018.
Education

Admitted to the Ontario Bar – 2008
LLB, Queen's University – 2007
BSc (Hon., Engineering Physics – Mechanical), Queen's University – 2003

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