Know your advisor: CIRO Advisor Report
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Proven. Genuine. Accountable.
Geoff is a senior financial advisor who delivers concierge wealth management grounded in 20+ years experience in financial planning. Serving clients in Airdrie, Bearspaw and Cochrane, Geoff specializes in retirement planning and business succession for clients with 500K+ of investable assets.
Customized approach
Geoff believes in an individualized approach and tailoring the financial plan to help you unlock your wealth’s potential and possibilities. Bringing in other experts when needed, he creates an integrated wealth management plan that will grow, protect, maximize and eventually transfer your wealth.
Client-focused
Known for his personal approach and high client satisfaction experience, he goes beyond the numbers and spreadsheets to get to know you and what matters most to you. Geoff is committed towards understanding your relationship with money, why it is important to you and will challenge you at times if you are out of alignment with your priorities, values and self. He is a guide in an ever-changing landscape, giving you back time so you can live your life.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.