Meet The Team

Geoff Chen, CIM®, CPA, CA, LL.M., FEA, TEP

Investment Advisor

Geoff Chen is an Investment Advisor with TD Wealth Private Investment Advice, working with high-net-worth individuals, families, and business owners to help manage and grow their wealth through disciplined investment management and integrated financial advice.

Geoff takes a comprehensive approach to portfolio management, combining investment strategy with thoughtful consideration of tax efficiency, estate planning strategies, and long-term wealth preservation. He works closely with clients to develop investment solutions aligned with their financial goals, risk tolerance, and multi-generational priorities.

Before joining TD Wealth Private Investment Advice as an Investment Advisor, Geoff practiced as a tax professional at an international accounting firm, where he advised corporations, family enterprises, trusts, and affluent individuals on complex tax planning and structuring matters. This background provides him with a distinctive perspective when constructing investment strategies, allowing him to consider how investment decisions interact with taxation, wealth transfer, and legacy planning.

Geoff holds the Chartered Professional Accountant (CPA, CA) designation and earned a Master of Laws (LL.M.) in Taxation from the University of British Columbia’s Peter A. Allard School of Law. He also holds the Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA), and Chartered Investment Manager (CIM®) designations, reflecting his multidisciplinary expertise across investments, tax, and estate planning strategies.

Today, Geoff focuses on helping clients make confident investment decisions while coordinating with TD Wealth specialists to deliver comprehensive wealth solutions tailored to evolving family and financial needs.