Meet Our Team
Certified Financial Planner
Geoff began his formal education majoring in Economics at Queen’s University. He returned home to Montreal and graduated from Concordia University in 1994. After completing the Canadian Securities Course with Honours in 1995 he began his career with Manulife Financial as an investment and insurance advisor.
A year later he joined The Matheis Team. In 2005, Geoff earned his Certified Financial Planning designation (CFP).
After 13 years in the industry Geoff remains devoted to building and maintaining his successful financial planning practice in Southern Ontario. As a member of The Matheis Team, he builds comprehensive financial planning solutions for clients and consults in the areas of investments, insurance, savings, and borrowing products. His organizational responsibilities are to guide growth and operations through regular product research, advisor training, staff management and strategic planning.
Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.