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Geoff Marshall

Address

50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON L5B 3C2

Languages

    English, French

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.