Geoff is forward-thinking and is fascinated by the current and emerging trends in the global economy. With 10 years of experience and a CFA designation Geoff simplifies the convoluted financial industry to provide clients with an investment solution that achieves their long-term goals.
Ron is an approachable friendly professional who works with you to understand your goals, needs and priorities as it pertains to your overall financial picture. He has a great degree of technical knowledge on the financial planning side having completed his CFP designation. Ron is able to take complex financial situations and ensure that they are applicable to you and your family
Kevin has taken a client-centric, holistic approach to wealth management, and forged client relationships based on reciprocal trust, loyalty and sincerity. With over 15 years of investment management experience, Kevin provides prudent investment advice and comprehensive planning services on all aspects of wealth management to individuals, families and businesses owners.