Geoff Coe

Investment Advisor

403-216-7402 | Email me
403-299-6512

Geoff Coe is an Investment Advisor and Financial Planner based in Calgary. He provides clients with access to a comprehensive range of services to help build and protect wealth, including investment management, financial planning and a suite of wealth management services ranging from tax minimization to insurance assessments and estate planning

With 20 years of experience in financial planning, Geoff prides himself on helping his clients chart their financial futures and achieve their personal and financial goals. He believes strongly in communicating with and educating his clients to foster trust and shed light on the solutions he recommends.

Originally from Ontario, Geoff graduated from Carleton University with a bachelor’s degree in economics. He and his wife Jackie have been married since 1997 and have two daughters. Outside of the office he can be found skiing and alpine touring in the winter, and biking and hiking during the Alberta summers.

Karen Carr

Administrative Assistant

403-216-4867 | Email me
403-299-6512

Karen is an Associate with RBC Dominion Securities.  Karen has full control of her day to spend working on ways to help her clients save time with their financial concerns.  Karen calls Cochrane home and began her career of 15 years with RBC as an Account Manager, which then led her to the current role at the Crowfoot office in Calgary.   When Karen is away from the office, she is a dedicated fan of her sons hockey team even during a 5am practice.