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Geoff Marshall

Vice President, Portfolio Manager

Tel: 905-681-2005
Fax: 905-337-2033
Toll Free: 800-289-7798
Tel: 905-337-2269

Geoff Marshall
Yu Qin Jonathan Lin
Max Reil
Chris Hanna
Sarah Galoni

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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Contact Me

Our Services


We specialize in financial and estate planning, investment portfolio management and a number of aggregated financial services to high net worth individuals, small business owners, institutions, select foundations, and endowments.

We run segregated, disciplined portfolios which are customized to each client’s needs.

 

Clients Can Choose Between:

Meridian Program

A customized fee-based advisory program that provides a traditional investment relationship without commissions. You are involved in the day-to-day investment recommendations within your portfolio.
 

Managed Portfolio Account Program (MPA)

This program establishes a direct relationship between you and Geoff as your accredited Portfolio Manager. Day-to-day investment decisions are made on a discretionary basis by Geoff in accordance with a clearly documented Investment Policy Statement based on your needs and goals.

Fee schedule available upon request.

Geoff’s business has been built by referrals. Referrals are always welcomed. Minimum Portfolio qualification is $500,000 per account.


 

Our Specialties:

  • Portfolio Management
  • Tax Efficient Strategies
  • Retirement and Estate Planning
  • Fee Based Investment Solutions
  • Corporate & Personal Money Management
 

References:

Want references from current clients? Please email us and we would be glad to send them along to you.