Senior Vice President & Portfolio Manager
As a Family Enterprise Advisor (FEA), Geoff has been working with families around the world since 1994 to help them discover what is most important to them, identify their potential and develop and implement a well thought out legacy strategy that
is aligned with their core values.
He holds several industry designations including:
The Family Enterprise Advisor (FEA) Designation from the UBC’s Sauder Business School. This program uses a multi-disciplinary approach where FEAs learn to integrate their own discipline, with those of other professionals, to provide collaborative and complementary advice to wealthy families.
The CFA designation from the CFA Institute. The Chartered Financial Analyst (CFA) gives a strong understanding of advanced investment analysis and real-world portfolio management skills. Using the vast array of tools and resources at his disposal, Geoff is committed to leading a revolution in legacy planning – setting a new standard for the kind of advice and guidance all families should demand from their advisors.
Geoff and his wife Cheryll Watson have four children and are actively involved in a number of charitable organizations in the city including the Zebra Child Protection Center and Homeless Connect Edmonton.
Rose has 40 years’ experience in the Financial Services Industry. After graduating from Ontario Business College in Belleville, Ontario in 1978 as a Legal Assistant, Rose went on to work with a large Trust Company in their Estates and Trusts Dept. Rose’s extensive work history has enabled her to assist and handle all aspects of clients’ accounts including tax, statements, Estates and Trusts inquiries. Rose is committed to working with you to provide the highest level of customer service.
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