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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
Marietta Pinto
Sarah Galoni

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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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, a Fellow of the Canadian Securities Institute, 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.

Yu Qin Jonathan Lin

Investment Advisor

Tel: 905-337-1507
Fax: 905-337-2033
Toll Free: 1-800-289-7798
 
Email:YuQinJonathan.Lin@nbpcd.com
Connect with me on LinkedIn 
 
Jonathan joined BMO Nesbitt Burns in early 2016, having honed his excellence in investment service as a Financial Services Manager at BMO in Oakville. His dedication to his clients, his attention to detail and his business acumen are all key attributes Jonathan brings into his role. Jonathan specializes in providing customized investment solutions for high net worth clients and has developed a reputation as a highly trusted investment advisor in his community and at BMO.

Jonathan immigrated to Canada with his family in 2004. After completing his high school in Vancouver BC, he came to Toronto and graduated with a Bachelor of Commerce degree from the University of Toronto. Jonathan has passed level I of the CFA program and completed FPSC Level 1™ Certificant.

Jonathan and his wife Karen live locally with their son Jayden. When not working, he enjoys fishing, spending time with his family and is very involved in the community.

 

Max Reil

Investment Advisor

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 in early 2018, after building his advisory practice for the past 6 years in Etobicoke. Max has relentlessly focused on delivering an exceptional client experience, continuously going above-and-beyond client expectations. Max specializes in offering personalized and tailored solutions to help clients achieve their financial goals.
 
Max graduated with a Bachelor of Science 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 is the newest member of the Geoff Marshall Wealth Management Group.  She joined after 10 years at BMO in various senior administrative roles.  Marietta started her career in Capital Markets and spent the bulk of her time as the Assistant Manager of Administration, Canada & International, in which she was responsible for strategy and change management implementation. In Marietta’s last role, she was the Branch Operations Manager, acting as manager and leader for support staff for a very large, dynamic, BMO Nesbitt Burns Branch in Western GTA.  Marietta holds 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.