GEOFF MARSHALL

While being mindful of overall costs to our clients, our approach to investing offers the highest level of specificity and transparency. As Portfolio Managers, we select individual securities driven through our investment process which includes the use of our institutional modeling software. This allows us to aggregate industry-wide research and build strategies that identify specific opportunities and risks in the market... We provide wealth management services to high net worth individuals, business owners, institutions, select foundations, and endowments... BMO Nesbitt Burns is one of North America's leading full-service investment firms. We have been committed to helping clients meet their investment objectives and goals since 1912.

Primary location: Oakville