Geoffrey H. Mitchell

Senior Portfolio Manager & Wealth Advisor @RBC Dominion Securities

Saint John, NB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2010 — Present

Senior Portfolio Manager & Wealth Advisor @RBC Dominion Securities

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Saint John, NB, CA

Geoff\'s practice focuses on helping clients grow their wealth through customized portfolios, quality holdings and long-term returns while minimizing volatility and risk. In addition to his comprehensive investment management discipline, Geoff also works closely with a team of wealth management specialists who help clients with a variety of topics including will and estate planning, insurance planning, succession and tax efficiency. Geoff is fully licensed to advise clients in all types of securities including individual stocks, bonds, mutual funds and insurance.

EDUCATION

2004 — 2005

Saint Mary's University

MBA, International Marketing

2005 — 2005

Aarhus University

MBA, International Marketing

2009 — 2010

Canadian Securities Institute

CIM - Chartered Investment Manager

1994 — 1999

Lawrence Academy

High School Diploma

1998 — 2003

Mount Allison University

Bachelor of Commerce, Management / O.B.

SKILLS

InvestmentsPortfolio ManagementWealth ManagementRetirement PlanningStrategic Financial PlanningAsset AllocationMutual FundsInsuranceLife InsuranceInvestment ManagementRisk ManagementPensionsInvestment StrategiesAsset ManagementInvestment AdvisoryEquitiesFinancial Planning

ABOUT GEOFFREY H. MITCHELL

Senior Portfolio Manager & Wealth Advisor at RBC Dominion Securities

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Geoffrey H. Mitchell — Senior Portfolio Manager & Wealth Advisor at RBC Dominion Securities in Saint John, NB, CA | Unifers