B. Anderson, Coquitlam BC
Geoffrey was attentive and patient as he listened to the needs of our small family. When we had questions he was quick to respond with sound advice. With his help we were able to make good financial decisions that we remain happy with to this day.
J. Cottrell, Nanaimo BC
I work for myself so knowing which insurance plan was best and what steps for my long term savings was difficult for me, until I worked with Geoff. He is very good at putting things into simpler terms as well as showing good saving options for being on the lower income spectrum while my business grows. I definitely feel more confident in my financial future since working with Geoff!
G. Srivastava, Brandon MB
Geoff Greenall has been my financial advisor since 2016. I can say with all honesty, I have never felt this comfortable with my earnings as I do with Geoff. He has helped my diversify my portfolio and is always on the ball to make changes if he sees fit. He always consults with me regularly, and at the same time is hands off enough with me personally I never have felt him being a bother as I am sure many people feel with their advisors. He has never pushed anything on me he did not feel would benefit, and in doing so has my trust.