Our Team
Sunni Schneider
Chairwoman,
Client Development Manager
Sunni Schneider brings more than 25 years of experience in the investment industry, with a career spanning institutional equity trading and high-net-worth portfolio service. She began her career at an institutional equity trading firm and went on to hold positions at leading financial institutions, including RBC Dominion Securities, CIBC, and National Bank Financial. Throughout her career, she has worked closely with families, individuals, corporations, and trusts, supporting their wealth management needs with a personalized and service-focused approach.
Previously registered with the Mutual Fund Dealers Association as a Dealing Representative, Sunni provided comprehensive financial services, including investment and credit solutions. She has held both the IIROC licence and the Life Licence Qualification Program (LLQP) designation, reflecting her commitment to professional excellence.
A graduate of the University of Western Ontario, Sunni co-founded Schneider & Pollock Wealth Management Inc. with a vision to deliver the same high standard of client service exemplified by her father, Nugent Schneider—an industry leader whose distinguished 60-year career continues to inspire the firm's values today.
As Chairwoman and Client Development Manager, Sunni is dedicated to building meaningful relationships and guiding clients toward achieving their financial goals. She takes pride in offering tailored, high-touch service to ensure each client receives exceptional care and attention.
Born and raised in the Greater Toronto Area, Sunni is a proud mother of two sons and an energetic dog, Hooli. She enjoys traveling, maintaining an active lifestyle, and engaging in community and political initiatives. Sunni currently serves on the board of a provincial riding association and has joined a ladies' entrepreneurial group.
A passionate advocate for women in finance, Sunni encourages more women to pursue careers in the 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.
