Our Team
Sunni Schneider
Chairwoman,
Client Development Manager
Sunni brings over 25 years of experience working in the investment industry. After starting her career on an institutional equity trading floor, Sunni then worked at RBC Dominion Securities, CIBC, and National Bank Financial. At these firms, Sunni helped manage high-net-worth portfolios for families, individuals, corporations, and trusts.
Sunni was previously registered with the Mutual Fund Dealers Association as a dealing representative where she helped manage both investments and credit business for clients.
After graduating from the University of Western Ontario, Sunni obtained her Investment Industry Regulatory Organization of Canada (IIROC) licence and the Life Licence Qualification Program (LLQP) insurance designation.
Sunni was driven to co-found Schneider & Pollock Wealth Management Inc. to offer the same client experience that her father and our Honorary Founder, Nugent Schneider, provided to his clients throughout his impressive 60-year career in the investment industry.
Clients work closely with Sunni to achieve their desired outcome. Because each client is unique, Sunni strives to ensure that everyone receives exemplary personal attention.
Born and raised in the Greater Toronto Area, Sunni and her two active boys enjoy travelling, overall fitness, and keeping their active puppy Hooli entertained. During her extra time, Sunni sits on the board of a provincial riding association. She also frequents a book club to express her views.
Most importantly, Sunni advocates for women to pursue careers in the financial industry, stating "I think it's important for women to step up and just go for it!"
Jeff Pollock
Chief
Executive Officer,
Portfolio Manager
Schneider & Pollock Wealth Management Inc. was created to provide each client a customized portfolio and to offer the timely personalized attention that is increasingly disappearing throughout the industry. The firm is registered in Ontario, Alberta, British Columbia, and Nova Scotia. As of November 2024, it serves almost 60 clients.
Previously, Jeff worked at two portfolio management registrants, first as an Analyst and Associate Portfolio Manager at Baskin Financial and then as an Associate Portfolio Manager, Senior Portfolio Manager, and Chair of the Investment Committee at Vestcap Investment Management.
After graduating from the Schulich School of Business (York University) with distinction on the Dean's List, Jeff received a Juris Doctor from the Faculty of Law at the University of Windsor. He holds the Chartered Financial Analyst (CFA) designation, which is globally recognized for investment professionals, especially in the areas of research and portfolio management.
Within the community, Jeff is:
- The Treasurer for the Rotary Club of Toronto and a member of its Board and Executive Committee. As an active Rotarian, Jeff has served on multiple committees that aid worthy charitable causes throughout the Toronto area.
- The President of his local provincial party’s riding association.
- A member of the National Club's Membership Committee.
The Business Elite awards recognized Jeff as a top “40 Under 40” based on a client's nomination and testimonial.
Jeff belongs to Toronto's Chartered Financial Analysts (CFA) Society.
