Geoff began his career in banking in 1975 and joined RBC Dominion Securities as an investment advisor in 2007. He places a strong emphasis on wealth management, and was a member of the first graduating class in Canada to be awarded the highly distinguished designation of Chartered Strategic Wealth Professional (CSWP).
Geoff is committed to finding the most suitable investment solutions for his clients, including the ability to offer discretionary management products. He also ensures that his clients receive fully comprehensive wealth management, including estate planning, tax planning strategies and life insurance solutions where applicable.
A Certified Financial Planner (CFP), Geoff believes that having the right customized financial allows you to balance what you need today, along with your personal goals for the future.
Geoff has been a resident of Whitby since 1989, and is active in the community. In 2012, he served as the president of the Greater Oshawa Chamber of Commerce. Geoff is pleased to have his sons working with him and providing clients with relationship consistency for many years to come.