Geri has provided comprehensive wealth management advice and solutions to her clients since 1999. A Vice-President and Investment Advisor, Geri helps build and protect financial futures and legacies, through a robust discovery process and commitment to service and understanding.
Geri holds the Certified Financial Planner designation, and a masters of Arts in Legal Studies, as well as a BA Hons from Carleton University. Married with three children, Geri is active in her community as a volunteer, most notably through Junior Achievement Canada, for whom she teaches financial literacy. In her off-hours, she is usually at the rink, the dance studio, or the dojo.