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Geoffrey H. Mitchell, MBA, CIM

Geoffrey H. Mitchell, MBA, CIM

Financial Services Manager

Followers of Geoffrey H. Mitchell, MBA, CIM663 followers
location of Geoffrey H. Mitchell, MBA, CIMSaint John, New Brunswick, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager & Wealth Advisor at RBC Dominion Securities

  • Education

    • Canadian Securities Institute

      2009 - 2010
      CIM - Chartered Investment Manager

    • Aarhus University

      2005 - 2005
      MBA International Marketing

    • Saint Mary's University

      2004 - 2005
      MBA International Marketing

    • Lawrence Academy

      1994 - 1999
      High School Diploma

    • Mount Allison University

      1998 - 2003
      Bachelor of Commerce Management / O.B.

  • Experience

    • General Motors

      Jun 2005 - Feb 2010
      Financial Services Manager

    • RBC Dominion Securities

      Mar 2010 - now
      Senior Portfolio Manager & Wealth Advisor

      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. Show less

  • Licenses & Certifications

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute (CSI)
      Apr 2016
      View certificate certificate