Company Profile
Geoff Campbell, B.A., CFP
Vice-President, Individual Planning
Certified Financial Planner
geoff@matheisteam.com
905.837.2600 ext. 13
Geoff Campbell is a Certified Financial Planner CFP and the assistant Branch Manager for our Matheis Team, Pickering Branch location. He joined the company in 1995 and provides his clients with a Total Client Experience through the use of a tailored Wealth Management Process and the preparation of a comprehensive financial plan. Geoff actively consults with both individual clients and company employees in the areas of investing, insurance planning and banking solutions. His branch responsibilities are to guide growth and operations through regular branch compliance reporting, product research, advisor training, staff management and strategic planning.
Geoff earned his Bachelor of Arts degree at Concordia University in 1994 in Montreal. Shortly after he completed the Canadian Securities Course with honours and the Canadian Investment Funds Course in 1995 and earned his Life License in 1997.
Geoff enjoys personal time with his wife and son aboard their family boat on the Rideau River in Eastern Ontario or camping across Canada in the summer months and is also an avid skier throughout the winter.
