Having spent 14 years in the investment business, Geoffrey Pennal has the experience to guide his clients through the myriad of different products and cycles in the investment world. In addition to obtaining the Chartered Investment Manager (CIM) designation, he has also been recognized as a Fellow of the Canadian Securities Institute (FCSI). The FCSI is reserved for individuals who have met the highest standards of ethics, education and experience in the industry.

Geoff's experience and skill have led him to be granted the Portfolio Manager designation. This allows Geoff to manage his client portfolios on a discretionary basis when called for.

Using a comprehensive five-step plan, Geoff positions his clients to achieve their financial goals. Every individual, family, foundation and business has its own needs and constraints. Geoffrey's plan builds an investment strategy tailored to your specific needs.

Geoff uses an advanced, data-oriented portfolio analysis tool to help identify which securities his clients should own, and which ones they should sell. Adhering to this strategy ensures that his clients are invested in companies for fundamentally the right reasons, and that emotion is not part of the decision making process. The by-product of this disciplined approach is performance.

Full accessibility to clients, active communication with clients, professional execution of client orders - these are the cornerstones of Geoff's practice.

Mitchell joined CIBC in late 2018 and is the newest addition to the team. Mitchell's science background makes him a good fit, as he provides a keen perspective for the team's financial research and portfolio management. He currently assists with client administration and the creation of customized security models. Being new to the business he is eager to work hard for the team's existing client base and develop his education in the field. Mitchell has completed the CSC and CPH courses and is well on his way to becoming IIROC licensed as a Registered Representative. Mitchell attended the University of Toronto and completed his undergrad majoring in Molecular Biology. He was born and raised in Mississauga and has enjoyed the transition into the city life. For activities Mitchell enjoys swimming laps, power lifting and spending weekends at cottages in Orillia and his family's grape farm in Caledon.

Galen joined CIBC in 2015 and has since been assisting clients with their investing and lending needs. Galen's entrepreneurial background allows him to have a unique perspective when working with clients on strategies to achieve their goals and aspirations. He currently assists with creation and management of customized plans for a variety of high net worth clients. He is IIROC licensed as a Registered Representative and will be assisting clients with placing trades and account opening procedures. Galen attended Seneca college in Toronto and completed the General Business program. He has also completed multiple courses with the Canadian Securities Institute including the Canadian Securities Course and Portfolio Management Techniques. Galen is currently in the process of obtaining his Chartered Investment Manager designation (CIM). He was born and raised in Unionville and moved down to Toronto (Leslieville) in early 2014 where he currently lives with his wife. Galen enjoys staying active on the golf course, hockey rink and on a weekend can be found up in cottage country.