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A Personal Approach to Wealth Management

Geoff Marshall

Vice President, Portfolio Manager

Geoff Marshall
Yu Qin Jonathan Lin
Max Reil
Marietta Pinto
Sarah Galoni

132 Trafalgar Road
Oakville, ON
L6J 3G5

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Our Core Values – Putting Clients First

Each client is unique and there is no single solution that universally addresses every client’s needs. Our process begins with a consultative meeting to better understand the client’s specific circumstances, financial needs and goals. Using the information gathered in this meeting, we then develop a personalized, comprehensive financial strategy that addresses the client’s needs and sets in motion the journey to financial success.

Our team prides themselves on the high caliber of their service. Their dedication to their clients is demonstrated by regular face-to-face portfolio reviews and frequent open discussions about their clients’ evolving needs and cash flow requirements in order to provide proactive, reflexive solutions at every turn.

Almost 30 years of experience in the investment industry have taught me that successful wealth management requires not only expertise, but trust in the client-advisor relationship. We understand that an important part of applying a comprehensive, analytical approach begins with fully understanding each client’s financial aspirations, previous financial experiences, risk profile and time horizon.

We are proud of the strong relationships we have been fortunate to cultivate with our clients, and the level of service we provide, which starts with the interview process and continues decades into the relationship. We build these long-lasting relationships through mutual trust, and consistency in both our service and our performance in helping to achieve our client’s goals.

We are committed to maintaining an open dialogue with our clients through regularly scheduled reviews and timely calls in response to changing markets and client needs. My team is dedicated to making themselves accessible for questions and comments, and responding quickly and efficiently when inquiries and issues arise.