Skip Navigation

Geoff Marshall

Vice President, Portfolio Manager

Geoff Marshall
Max Reil
Marietta Pinto
Sarah Galoni

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
Map

Contact Us



 

Geoff Marshall

Vice President, Portfolio Manager

Tel: 905-337-2269
Fax: 905-337-2033
Toll Free: 1-800-289-7798

 
Email: geoff.marshall@nbpcd.com
Connect with me on LinkedIn 

 
I’ve been a Portfolio Manager since 1992, and have been working in the investment industry since 1987. Since joining BMO Nesbitt Burns in 1998, I’ve been a perennial recipient of the President’s Council and the Directors’ Council awards. I’m passionate about everything I do, which is immediately apparent to my clients by the level of dedication we apply to managing their portfolios.

I hold a B.A. from the University of Western Ontario, am a Chartered Investment Manager, and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. 

I grew up in Oakville, Ontario where I graduated High School out of Appleby College and have spent over 50 years in the community dedicating a large amount of my spare time in a variety of community outreach services to help those in need. My wife Heather and I have 5 grown children. With our spare time, Heather and I enjoy golfing, hiking and are avid sports enthusiasts.

 

Max Reil

Investment Advisor, CIM ®

Tel: 905-337-0197
Fax: 905-337-2033
Toll Free: 1-800-289-7798
 
Email:max.reil@nbpcd.com
Connect with me on LinkedIn 

Max joined BMO Nesbitt Burns and the Geoff Marshall Wealth Management Group in 2018 after building his advisory practice in Etobicoke since 2012. As a Chartered Investment Manager and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc., Max sits on our Investment Policy Committee, specializes in portfolio management, and financial planning. He has a relentless focus on the holistic wealth management approach and deeply serving his clients.
 
Max graduated with a Bachelor of Science degree from Kentucky Wesleyan College, while competing on a golf scholarship.  Max grew up in Etobicoke where he currently resides with his wife Mary, and daughter Annabelle. When not in the office, he enjoys golfing, spending time with friends and family, and being involved in the community.
 

Marietta Pinto

Investment Associate & Business Development

Tel: 905-337-2270
Fax: 905-337-2033
Toll Free: 1-800-289-7798

Email: marietta.pinto@nbpcd.com
Connect with me on LinkedIn

Marietta joined our team in September of 2018 after 10 years at BMO in various senior operational roles. Beginning in the Capital Markets division, Marietta has demonstrated excellent strategic and change management process skills, most notably in her past role as Branch Operations Manager for a very large and dynamic branch system. Marietta has a BA from University of Waterloo. 

Marietta was born and raised in Toronto.  Her love of travel also consumes her spare time.

 

Sarah Galoni

Investment Representative

Tel: 905-681-2607
Fax: 905-681-3657
Toll Free: 1-800-403-8147

Email: sarah.galoni@nbpcd.com
Connect with me on LinkedIn 

Sarah has been with BMO and BMO Nesbitt burns for 17 years, the last 10 of which have been as a sales assistant. She is passionate about all clients having an exceptional client experience, and has created a great reputation for client service and dedication. Sarah graduated from York University with a bachelor of Fine Arts. We are delighted that Sarah has joined the team as her reputation is outstanding!

Sarah loves living in Burlington with her husband Nathan and daughter Kyall. Her focus on fitness is one of her many joys.