Chief Investment Officer & Advising Representative (Portfolio Manager), Private Wealth & Asset Management
Geoffrey has over 30-years of financial industry experience, ranging from portfolio management, retail brokerage, regulatory compliance to banking, with extensive experience in options and derivatives. Geoffrey was most recently Portfolio Manager for a $1 billion SMA program at Investment Planning Counsel (IPC) for high-net-worth households, which he was instrumental in building from inception for the past 10 years. Geoffrey graduated from the University of Western Ontario and holds the Chartered Financial Analyst and Chartered Investment Manager designations.
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