Geoffrey H. Mitchell, MBA, CIM

Portfolio Manager & Wealth Advisor

506-637-7548 | Email me
506-650-8546
506-637-7575
1-888-367-7777

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 Handelshøjskolen in Århus, Denmark. He has continued to further his knowledge by obtaining a number of industry credentials such as the Canadian Securities Course (CSC) andthe Conduct and Practices Handbook (CPH).

Prior to joining RBC Dominion Securities, Geoff spent four years in financial services at one of Atlantic Canada's premier General Motors dealerships where he was continually ranked among the top-producing managers in the country. Within this competitive environment Geoff discovered the importance of clear communication and maintaining regular contact to ensure client satisfaction.

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.

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.

Geoff resides in Saint John with his wife Megan and their three young children, Hazen, Lucy and Mary. Geoff is an avid golfer, enjoys playing hockey, and can usually be found canoeing and fishing on and around the many lakes and streams of Southern New Brunswick.

Lori Webster

Associate Wealth Advisor

506-637-7530 | Email me
506-637-7575
1-888-367-7777

With 30 years of experience in the financial services industry, Lori is an invaluable resource for our team and clients. Her career began in personal banking, where she provided service and advice to help people with their everyday banking needs, credit management and investing. In 2006, she joined RBC Dominion Securities and spent over 12 years as a member of one of our leading advisory teams. Now supporting Portfolio Manager & Wealth Advisor, Geoff Mitchell, Lori acts as a key point of contact to address your various inquiries and needs.

For Lori, the best part of working in finance is the people she meets and the goals she helps them accomplish. She is passionate about ensuring our clients enjoy the highest standards of service. Lori is also a believer in ongoing education and has completed the Canadian Securities Course, the Conduct and Practices Handbook, and the 90-day training program to be licensed to execute trades on your behalf.

of the office, Lori enjoys travelling, reading and volunteering in the community. She lives in Rothesay, New Brunswick with her husband Phil and has four boys Ben, Asher, Sam and Josh.

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