Geoff Marshall

My Background

Geoff has been a Portfolio Manager since 1992, and has been working in the investment industry since 1987. Since joining BMO Nesbitt Burns in 1998, Geoff has been a perennial recipient of the President’s Council and the Directors’ Council awards. He is passionate about everything he does. This is immediately apparent to his clients by the level of dedication he applies to managing their portfolios.. Geoff grew up in Oakville and has served the Oakville community for over 30 years. He is an avid golfer and sports enthusiast. Geoff and his family are active in their community. He also speaks both English and French. Geoff and his team offer discretionary and non-discretionary portfolio management and specialize in financial and estate planning, investment portfolio management and a number of aggregated financial services. While based in Oakville, Mississauga, and Burlington, the team services numerous individuals, families, business owners, and foundations throughout Canada, the U.S. and mainland China.