Our Partners

Geoff is a forward-thinking portfolio manager with 15 years of experience. A Chartered Financial Analyst (CFA®), he helps clients understand their financial options and navigate the path ahead with clarity, blending deep market insight with a practical, client-first approach to long-term success.

Kevin has 20 years of investment management experience, offering comprehensive, client-focused advice. A Chartered Investment Manager (CIM®) and Life Insurance licensed professional, he builds trusted relationships and helps individuals, families, and business owners with prudent investment strategies and holistic wealth planning solutions tailored to their unique goals.

Rachel brings nearly 20 years of experience in the wealth management industry and oversees the day-to-day administration of the business. Known for her responsiveness, attention to detail, and commitment to service, she ensures a seamless client experience and keeps everything running smoothly behind the scenes.