"We have known Geoff for the last 8 years. Geoff's commitment to providing exceptional service and unwavering honesty as an advisor is truly commendable. Geoff's dedication to guiding our family as clients toward our financial goals with integrity sets a high standard and it's clear his expertise and genuine care have made a significant impact on our way of living." 

Isayas & Ruth, April 2024

 

 

As a trusted advisor, I aim to provide exceptional service to ensure clients feel valued, understood and empowered throughout our partnership. 

One of the cornerstones of my advisory practice is supporting a diverse array of clients, where I work diligently to understand their distinct needs, preferences, and aspirations in order to deliver highly personalized and effective solutions that drive positive outcomes and foster long-term relationships built on trust and mutual success

Supported by a network of BMO Private Wealth specialists, ensures clients have access to a diverse range of expertise and perspectives, enabling us to collaborate effectively and provide holistic wealth management solutions that meet their financial objectives and aspirations.