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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

132 Trafalgar Road
Oakville, ON
L6J 3G5

Contact Me


BMO Nesbitt Burns Meridian Program®
Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.