I have to preface this with saying that I have been a loyal customer at my other bank since the 1980's. I met Geoff through pure luck, after finding out that my advisor had suddenly retired. The day I first had contact with Geoff was through email, on January 16, 2020, and it was the day that my mom passed away. He stepped in and without hesitation, took control of my needs without question. And through his tenure, he was diligent, honest, helpful and always ready to assist. When Geoff moved on to BMO Wealth, I was extremely happy for him, knowing that they were getting an amazing individual who would bring many benefits to their services and their customers. I was however, not happy for me. And throughout the next several months, I had very little consistent assistance at this other bank with respect to my banking needs and investments. After many, many months of contemplation, I made the decision to move my investments to Geoff. He is caring, trustworthy and will guide, support and assist with all your financial needs. The best decision for me financially was made the day I met Geoff. And for that I'm extremely grateful. Nadia D., August 2024
I have to preface this with saying that I have been a loyal customer at my other bank since the 1980's. I met Geoff through pure luck, after finding out that my advisor had suddenly retired. The day I first had contact with Geoff was through email, on January 16, 2020, and it was the day that my mom passed away. He stepped in and without hesitation, took control of my needs without question. And through his tenure, he was diligent, honest, helpful and always ready to assist. When Geoff moved on to BMO Wealth, I was extremely happy for him, knowing that they were getting an amazing individual who would bring many benefits to their services and their customers. I was however, not happy for me. And throughout the next several months, I had very little consistent assistance at this other bank with respect to my banking needs and investments. After many, many months of contemplation, I made the decision to move my investments to Geoff. He is caring, trustworthy and will guide, support and assist with all your financial needs. The best decision for me financially was made the day I met Geoff. And for that I'm extremely grateful.
Nadia D., August 2024
I have known Geoff for many years. He has been my advisor since he was still working at his previous financial institution. Over the years, Geoff has always demonstrated professionalism and excellent insight in interpreting client needs. Therefore, when he switched to work for Nesbitt Burns Private Wealth, I did not hesitate for a moment to move my entire portfolio to continue investing with him. Geoff is an exquisite person: empathetic, kind, understanding, and endowed with infinite patience. He manages to make every economic assessment understandable even to those who are unfamiliar with the field or are, like me, too busy. It is for all those reasons that I highly recommend working with Geoff. Renato L., July 2024
I have known Geoff for many years. He has been my advisor since he was still working at his previous financial institution. Over the years, Geoff has always demonstrated professionalism and excellent insight in interpreting client needs. Therefore, when he switched to work for Nesbitt Burns Private Wealth, I did not hesitate for a moment to move my entire portfolio to continue investing with him. Geoff is an exquisite person: empathetic, kind, understanding, and endowed with infinite patience. He manages to make every economic assessment understandable even to those who are unfamiliar with the field or are, like me, too busy. It is for all those reasons that I highly recommend working with Geoff.
Renato L., July 2024
"I have worked with Geoff for many years and continue to as I found him to be the only advisor I have associated with whom was thorough, actually cared about his client, and researched all of his recommendations. I look forward to continuing working with Geoff for the foreseeable future as he helps guide me towards my financial goals." Joe L., July 2024
"I have worked with Geoff for many years and continue to as I found him to be the only advisor I have associated with whom was thorough, actually cared about his client, and researched all of his recommendations. I look forward to continuing working with Geoff for the foreseeable future as he helps guide me towards my financial goals."
Joe L., July 2024
"Geoff's expertise, dedication, and in-depth knowledge of investing are just a few of the many reasons that we have been clients for 6-7 years. Geoff is managing everything from RESPs, TFSAs, RRSPs/RIF's and non-registered accounts for our family. Geoff takes the time to really get to know you and to understand your goals. He is always looking out for our best interests and is in regular contact with us to share the latest updates in the market (and how we can benefit). We appreciate everything Geoff has done for our family and look forward to many more years of working with Geoff!" Maeghan L., May 2024
"Geoff's expertise, dedication, and in-depth knowledge of investing are just a few of the many reasons that we have been clients for 6-7 years. Geoff is managing everything from RESPs, TFSAs, RRSPs/RIF's and non-registered accounts for our family. Geoff takes the time to really get to know you and to understand your goals. He is always looking out for our best interests and is in regular contact with us to share the latest updates in the market (and how we can benefit). We appreciate everything Geoff has done for our family and look forward to many more years of working with Geoff!"
Maeghan L., May 2024
"I moved my entire investment portfolio with Geoff when I wasn't receiving client value from my previous banking institution. Geoff has a trusting and easy manner about him that suits my comfort level. I feel supported and confident in his knowledgeable skills with my financial goals in his care. I highly recommend his services." Angel A., May 2024
"I moved my entire investment portfolio with Geoff when I wasn't receiving client value from my previous banking institution. Geoff has a trusting and easy manner about him that suits my comfort level. I feel supported and confident in his knowledgeable skills with my financial goals in his care. I highly recommend his services."
Angel A., May 2024
"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
"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