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.

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.

Harjeet joined the financial services industry in 1994 and has held various positions in financial planning and investment advice. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind. Harjeet has a degree from Carlton University in Economics. Harjeet takes an in-depth approach to understand our client’s unique situations and is integral in providing a formal recommendation that optimizes how your financial affairs are structured with emphasis on investment, retirement, estate, and trust planning.  Harjeet lives in Toronto with his wife and 2 children and enjoys golf and cycling in his off time.

Rhea joins us with a strong academic background, holding an Honours Business Administration (HBA) degree from The Ivey Business School at Western University. Prior to joining our team, Rhea worked in Capital Markets at CIBC, specializing in developing and designing fixed income strategies for institutional clients. Throughout her life, she has been a supporter of many charitable causes and strongly believes in giving back to the community. She has a working proficiency in French and Hindi and is constantly striving to improve her education. She is currently working toward her Chartered Investment Manager (CIM®) designation, with the goal of obtaining her portfolio managers accreditation. Outside of work, lives in Toronto and enjoys trying new foods, traveling the world, and hiking tall mountains.