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Proudly helping you to achieve your financial goals and support your future needs

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Financial Services
Experience

It’s important to work with an experienced financial advisor. One with a solid reputation, proactive approach and someone you can trust.

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Honest Financial 
Advice

Geoff believes in having a long-term relationship with you in order to plan the right financial goals for you.

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Solutions That
Make Sense

Finding the best solutions for you is key. Time is money, and there's a cost to delaying good financial decisions.
In order to find the best solutions, Geoff does his research to ensure he’s familiar with your needs, goals and dreams.

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REGULATED BY MUTUAL FUND DEALERS

ASOCIATION OF CANADA

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www.mfda.ca

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Mutual Fund Disclosure:

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 
Insurance Disclosure:

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated your insurance contract. 
*Insurance products and services provided through Carte Risk Management Inc., Carte Financial Services Inc., Custom Benefits Inc., Financial Horizons, and Great West Life. 
**Mutual funds provided through Carte Wealth Management Inc.

Copyright 2019 © Blue Harbour Financial Inc.

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