With RBC since 1993, Geoff has over 30 years of experience in the financial services industry. He holds the Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM) designations, and is licensed with the Alberta Insurance Council. Geoff advises his clients on a wide range of wealth management subjects, including investment management, banking and credit, life and disability insurance, estate planning, philanthropic planning, and cross-border issues. Married with a son and daughter, Geoff enjoys staying active by cycling the Okanagan mountains and looking for his ball on the golf course!
