Geoff’s approach to building wealth has been refined over a 35-year career. What hasn’t changed is the high level of attention and care he devotes to each client.
As our leader and senior Wealth Advisor, Geoff meets with clients on a regular basis to maintain a thorough understanding of their evolving goals, priorities and circumstances. He is responsible for translating these meetings into a personalized investment and wealth strategy for every client.
Also a Chartered Professional Accountant, Geoff is uniquely equipped to identify – and remedy –inefficiencies in your financial affairs, and collaborate more effectively with your other financial advisors.
