Geoff Campbell, B.A., CFP
Vice-President, Individual Planning
Geoff Campbell has been an associate with Matheis Associates since 1996. Geoff’s
current responsibilities within the firm are to provide counsel to clients and
offer training, guidance and product information to the staff and associates in
the Individual Planning Division of the Company.
Having created his first stock portfolio for fun at the age of ten, Geoff developed
a passion for investing early in life. Encouraged by his successes he learned
more about the underpinnings of the financial marketplace by studying Economics
at Queen’s University in Kingston, Ontario. Geoff returned home to Montreal and
graduated from Concordia University in 1994. After completing The Canadian Securities
and Canadian Investment Funds Courses as well as earning his life insurance license
he joined the financial services industry following University. Geoff completed
his Certified Financial Planner (CFP) designation in 2005 and is he is a CARP
Recommended advisor.
He and his wife Marina enjoy time with family aboard their boat on the Rideau
River near Ottawa and try to make time for golf and curling as well.
