Geoffrey Pennal, CIM, FCSI
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.