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Geoff Griffis
CIM

Address

100 King Street West
40th Floor
Toronto, ON M5X 1H3

Languages

    English

My Background

Geoff Griffis is a dedicated financial professional who specializes in helping families, young professionals and small business owners get on track to a lifetime of financial success. He builds resilient portfolios, forward-thinking wealth plans and long-term, authentic relationships that bring his clients comfort.

Geoff has a sincere interest in people and a track record of taking care of them responsibly and earning their trust. He originally planned a career in law enforcement, earning his Police Foundations Diploma at Confederation College and then completing a Bachelor of Arts at Lakehead University in Sociology, exploring solutions to social problems. During school, Geoff worked in security while handling his own investments. He loved following the markets and notable companies, completed the Canadian Securities Course, and earned a Certificate in Leading with Finance from the Harvard Business School.

Pivoting to a more meaningful way to protect people and have a lasting impact on their lives, Geoff began an advisory career with Scotiabank in 2015, attaining the position of Financial Advisor, Investment and Retirement Planning. He enhanced his professional skills by earning the Chartered Investment Manager (CIM®) designation and a Certificate in Advanced Investment Advice from the Canadian Securities Institute. Geoff moved to BMO Private Wealth early in 2023, knowing our growing firm was a great place to build his practice.

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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.