Geoff Wells | BA, CFP | 
Senior Estate Planning Consultant

Geoff joined the organization in 1989.  Since then, he has been providing estate, succession and financial planning services to entrepreneurs and high net worth individuals.  Geoff enjoys building strong client relationships and providing outstanding client service that helps clients achieve their planning and financial goals.

Geoff is a member of several professional associations including Advocis (the Financial Advisors Association of Canada).  He is a graduate of Carleton University and holds the Chartered Financial Planning (CFP) designation.