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.
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.
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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: