Geoff, a dual citizen with strong roots in the St. Croix Valley, has spent his entire adult life in the Maritimes. He holds a Bachelor of Commerce from Mount Allison University in Sackville, New Brunswick and a Master of Business Administration from Saint Mary's University in Halifax, Nova Scotia. As part of his master's program Geoff studied international business markets abroad at Handelshjskolen in rhus, Denmark.
Geoff's practice focuses on helping clients grow their wealth through customized portfolios, quality holdings and long-term returns while minimizing volatility and risk. In addition to his comprehensive investment management discipline, Geoff also works closely with a team of wealth management specialists who help clients with a variety of topics including will and estate planning, insurance planning, succession and tax efficiency. Geoff is fully licensed to advise clients in all types of securities including individual stocks, bonds, and mutual funds.
While specializing in building tailor-made wealth management strategies for business owners, executives, individuals and their families, Geoff's strength lies in developing long-term relationships. He fully expects that every client will become a friend for life. As a result, Geoff's clients feel safe and confident knowing they are working with someone that has their best interests at heart. His sincere dedication to the needs of those with whom he works separates him from other advisors. His clients take pride in recommending him to others with similar financial needs.