Geoffrey is the co-founder and senior member of The Harris Neal Investment Group. He is a Senior Portfolio Manager and Senior Investment Advisor of BMO Nesbitt Burns. Geoffrey joined BMO Nesbitt Burns in 1997, joining forces with Geoff Neal in 1999 to form The Harris Neal Investment Group. With over 30 years experience in the financial services industry, Geoffrey enjoys building close relationships with his clients and their families, developing a solid knowledge of their aspirations and priorities, ensuring they meet their unique financial goals.
Born in South Africa and raised in Toronto, Geoffrey graduated with an undergraduate degree from York University.
Geoffrey enjoys a good game of tennis, a bad game of golf, and staying current with the financial and economic markets. In his spare time, he loves spending time with his two children and trying out new restaurants around the city.
Geoff is the co-founder and senior member of The Harris Neal Investment Group and focuses on portfolio management, research, and client service. He is a Senior Portfolio Manager and Senior Investment Advisor of BMO Nesbitt Burns. Geoff joined BMO Nesbitt Burns in 1998, joining forces with Geoffrey Harris in 1999 to form The Harris Neal Investment Group. With over 30 years experience in the financial services industry, Geoff works tirelessly to keep in regular contact with clients, provide clear, concise investment and financial information, and deliver the highest levels of support and transparency to his clients.
Born in Montreal and raised in Toronto, Geoff graduated with an undergraduate degree in Commerce from the University of Toronto. Community involvement is especially important to Geoff. He is a long-time supporter of youth sports through many coaching and board level positions in soccer, hockey, and baseball. Geoff is an avid philanthropist and volunteer within the community supporting multiple organizations such as The Kidney Foundation of Canada, The Canadian Cancer Society, The United Way, and Kids Help Phone.
Geoff is married to Connie; a recently retired Private Banking professional and they have a son and two dogs that get spoiled with love and attention. He enjoys spending time at the cottage, boating or golfing, is an avid traveller and music lover.
Rebecca joined the Harris Neal Investment Group in 2006 where she has worked her way to becoming a Portfolio Manager & Senior Associate. A fundamental member of the team, Rebecca spearheads the preparation of financial plans and manages portfolio advisory work involving fixed income and equity securities. She is also responsible for senior service level work for our clients' more complex concerns (tax, estate and insurance planning), providing a liaison with our in-house specialists in the Wealth Planning Group.
Rebecca has extensive experience and knowledge across multiple asset classes and is a CFA® Charter holder, an achievement recognized globally as the gold standard designation for the investment industry (cfainsitute.org). Rebecca holds a Bachelor of Arts degree from Queen’s University.
Rebecca takes the time to listen to ensure she understands what is most important to our clients. She offers personalized and individual attention, builds customized plans, and emphasizes a balanced approach to risk and return.
Rebecca and her family live in Toronto, she enjoys exploring the city with her husband and two children.
Andrea joined The Harris Neal Investment Group in 2013 and her main responsibilities include managing the administration, delegation, and coordination of all client service needs.
Andrea was born and raised in Hamilton and graduated from Brock University with a Bachelor of Psychology. She has successfully completed her Canadian Securities Course and Conduct and Practices Handbook Course.
In her free time, Andrea sings as an alto in a Broadway choir group and enjoys spending time with her family.
Robyn joined The Harris Neal Investment Group in 2021 as a Client Service Associate. She aids the team in creating a one-of-a-kind client experience and making sure all administrative duties are completed accurately and on time.
After graduating from Ryerson University, she completed several financial courses and has successfully completed her Canadian Securities Course and Conduct and Practices Handbook Course.
Robyn’s hobbies and interests include painting, traveling, and spending time with family and friends.