2024 Conference & AGM


Jeff Bernstein, CLU, MFA-P

Managing Partner, Seligman Insurance

Jeff’s background is as different as it gets in the financial advice space. After obtaining his Masters degree in International Affairs, Jeff pursued diverse global opportunities. His experience encompassed collaborating on international human rights cases for a high-profile Canadian senator, guiding a team of engineers to build and ship software, and keeping the streets of East Africa and Southeast Asia safe from fake medicines (for real). Jeff’s passions and professional experience have always been focused on finding new ways to help people solve problems that matter.

Jeff joined the Seligman Insurance team in 2014 as an associate advisor, assuming managing responsibilities and ownership in 2018. As a third generation (by marriage) insurance-focused estate planner, Jeff views himself as an educator and guide to his clients and their professional advisors about insurance-based financial planning strategies. Using an approach that blends high emotional intelligence with deep analytical proficiency, Jeff believes strongly in the catalytic role advisors play in the planning process and cares deeply for the wellbeing of his clients.

Jeff and his wife, Dani, live in midtown Toronto. When not busy chasing after his three young children and two rescue dogs, Jeff can usually be found running trails or cycling, and is an occasional triathlete – having previously completed an Ironman 70.3 (Muskoka, 2017), while continuing to race Olympic-distance triathlons annually. Outside of his professional practice, Jeff volunteers with and fundraises for organizations that promote social wellbeing and inclusion of people with differences, in both grassroots and board leadership roles.

Speaking at the Conference

  • Monday, May 6 @ 3:00 pm – 3:10 pm ET
    CALU Talks – CALU Mentorship Program


2024 Conference & AGM