Senior Investment Advisor
Geoff is the senior member of our team. Geoff is responsible for developing, implementing and monitoring investment strategies. Geoff joined the financial services industry in 1991, and since then has been successful at preserving capital and developing strong, risk controlled portfolio strategies.
Geoff lives in Guelph with his wife and 2 sons and is an avid fisherman and hunter.
Tim Eastwood, CFP, CIM
Portfolio Manager & Financial Planner
Tim joined the financial services industry in 1994, where he worked with CIBC Wood Gundy until 1999. After a few years of technology consulting, Tim rejoined the industry in 2002 with BMO Nesbitt Burns in Guelph. Carrying his CERTIFIED FINANCIAL PLANNER® designation, along with the Chartered Investment Manager and Fellow of the Canadian Securities Institute, Tim is well qualified to advise on a wide range of financial, estate and investment matters.
Tim is also the office technology geek, always looking for ways to use technology in new ways to serve our clients.
Tim lives in Guelph with his wife, and 2 kids. When not in the office Tim can ususally be found at a hockey arena, on a golf course or hanging 10 at the lake on a wake surfboard.
Portfolio Manager, Financial Planner®
Prior to joining the Guelph office Kyle was part of a team at BMO Nesbitt Burns in Alberta managing a portfolio worth roughly $150 million. This experience allowed him to learn what products and services are best suited for various types of investors and situations. It also allowed him to make important, lasting contacts with employees and executives in the booming oil and gas sector.
Prior to joining BMO Nesbitt Burns, Kyle spent two years working with the Ontario Teachers’ Pension Plan Board as part of their Equity Derivatives and Merchant Banking Teams.
Kyle was born and raised in rural Waterloo Region (Petersburg) and is currently living with his wife and 2 daughters in Fergus.