Geoff Keith has 15 years of experience in the financial services industry. Prior to joining Cardinal Point, he worked for BMO Nesbitt Burns for five years assisting several financial advisors who looked after high net worth clients and helped them meet their goals. Additionally, having worked at several large financial firms including National Bank Independent Network, he brings an extensive knowledge of processes, documentation, and industry regulations to his role. Geoff prides himself on excellent client service, which governs his duties of client onboarding, documentation, and client account administration. He has completed the Canadian Securities and CPH courses. Geoff enjoys travel with his wife, public speaking, and community work.