A graduate of Bishop’s College School in Lennoxville, Quebec and Queen’s University in Kingston, Ontario, Geoffrey has 27 years’ experience in the investment industry and is committed to ongoing professional development having completed the Canadian Securities Course, Canadian Investment Management (Level 1), Branch Managers Qualifying Examination, the Partners, Directors & Senior Officers examination and the Canadian Insurance Course having completed the full Life Licence Qualification Program.
In addition to building a successful practice based on disciplined Wealth Management advice, Geoffrey also has extensive executive management experience. Prior to joining RBC Dominion Securities, Geoffrey has held several positions in Canadian investment firms including Managing Director, Branch Manager, Senior and Executive Vice-President, Regional Manager and National Sales Manager. This level of experience gives Geoffrey the insight and know-how to evaluate the merits of different solutions and how effective they may be in helping a client achieve their long-term goals.
Outside of the workplace, Geoffrey enjoys an active year-round lifestyle in Collingwood enjoying skiing, cycling and hiking with his wife Joanie and their two daughters. Geoffrey also enjoys fly fishing, has also completed the PADI Open Water Diver Course and holds a Private Pilot License. Vacation time is spent at their cottage in Pointe au Baril, Georgian Bay where the family enjoys their lives ’off the grid’ at their solar powered cottage located in the island community.
Geoffrey and his wife Joanie have been actively involved in supporting numerous charitable causes including the Pediatric Oncology Group of Ontario (POGO), The Stop Community Food Centre, the Collingwood General and Marine Hospital, Home Horizon in Collingwood and The New Farm in Creemore Ontario.