About Geoffrey’s Team

As Vice President, Investment & Wealth Advisor and recognized Director’s Council Advisor, Geoffrey runs a best in class Wealth Management practice within RBC Dominion Securities. Geoffrey has carefully structured his team with the talent and experience necessary to excel in all areas of Wealth Management including the specific areas of Investment Management, Wealth Protection, Will & Estate Planning, Financial Planning, Tax Planning and Retirement Planning.

Geoffrey follows a highly disciplined and comprehensive wealth management approach working with private clients, corporations and family trusts.

 

Geoffrey J. Belisle

Vice President, Investment & Wealth Advisor

705-444-5235 | Email me
705-444-1551
1-800-461-9180

A graduate of Bishop’s College School in Lennoxville, Quebec and Queen’s University in Kingston, Ontario, Geoffrey has 24 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 and is a musician, playing piano, keyboards and guitar. In 2009, he co-produced an album that is available on iTunes. He 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.

Kathleen Kennedy

Associate

705-444-7354 | Email me

Kathleen is committed to excellence in client care and brings over 20 year experience to her role as Associate at RBC Dominion Securities. Prior to RBC Dominion Securities, Kathleen worked at RBC Royal Bank where she spent 8 years in client service roles. Kathleen is responsible for all areas of client service and account administration including;

  • Trade Execution
  • Reinvestment of Maturing Securities
  • Performance Reporting
  • Daily Supervision of All Administrative Functions
  • Client Funds Transfers & Bank Wires
  • Foreign Exchange Transactions
  • Coordination of Retirement Payments to Our Clients

Janine Wait, MBA, CPA

Associate

705-444-5706 | Email me

Specializing in delivery of Wealth Management services and solutions, Janine obtained her MBA at University of Windsor and was awarded her CPA designation in 1996.

Janine provides Wealth Management services and solutions to our clients at all stages of their lives. These services include gathering and processing information for the generation of our RBC Dominion Securities Family Snapshot illustrations which project the future value of our client’s investments, the value of their Estates and Estate taxes. Janine also coordinates and participates in client meetings and conference calls with our Wealth Management specialists including our Will and Estate Consultants, our Estate Planning and Insurance Specialists and our Financial Advisory Support team who specialize in the areas of tax planning.

For more information please contact Geoffrey at (705) 444-5235 or send him a message.