Company Profile
Geoff Campbell, B.A., CFPVice-President, Individual Planning
Certified Financial Planner
geoff@matheisteam.com
905.837.2600 ext. 13
Geoff Campbell has been an associate with Matheis Team Financial 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.
