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Investment & Wealth Advisor
As an Investment Advisor and Financial Planner with RBC Dominion Securities, Geoff provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of Montana State University, Geoff obtained a Bachelor of Science in Business with a major in Finance. A firm believer in ongoing education, he has acquired the advanced industry designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Geoff harnesses his expert knowledge and 10 years of experience, including his previous position as a Financial Planner at RBC Royal Bank, to develop comprehensive wealth management solutions for his clients. Geoff’s breadth of experience, expertise, and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
Associate
Alex joined RBC in 2023, after gaining valuable experience in trade operations and accounting at a Calgary-based investment dealer. Passionate about helping others, Alex draws on his knowledge and expertise to work closely with clients to help them reach their goals. Clients and colleagues alike appreciate his warm demeanor, attention to detail and genuine level of care.
A big believer in lifelong learning, Alex holds a Bachelor of Commerce with a major in Accounting from Dalhousie University. He has also earned his Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
Outside of work, Alex enjoys staying active through hockey, golf, squash, and tennis. He is also an avid Calgary Flames fan and loves spending time with friends, whether it’s watching games or playing them. Alex is also committed to giving back to his community, and has volunteered and fundraised for several local non-profit organizations.
