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Jeffrey Shufelt

Portfolio Manager, CIM

Jeffrey began his career in the financial industry in 1998, with National Bank Financial after moving from Ontario. 

Prior to joining NBF, Jeff went on to complete his Bachelor of Administration at University of Waterloo, Ontario and has since earned his CIM designation in 2003.

His main role within the Creed Group is focused on investment management and security selection based off technical analysis.

In his free time he runs, skis and golfs although his priority is tending to his overactive dog.

 

What is a Chartered Investment Manager® professional?

 The CIM® is the industry standard for discretionary investment and portfolio management services. It ensures that financial professionals have the knowledge and skills to evaluate and manage all aspects of a client's investment portfolio. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. 

 

Achieving and maintaining the CIM® designation demonstrates the proficiency and adherence to professional standards that enables the professional to become registered with the applicable provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.