Geoff Wareham, B.Sc., PFPFinancial Advisor
Geoff obtained a bachelor’s degree from Acadia University in 1998, completed the Canadian Securities Course in 2001, and the Professional Financial Planning Course in 2003. He prides himself on building a strong relationship with his clients and providing professional service. He is a 5th generation independent business owner and believes in building a professional, independent advisory solution for his clients. He holds both Mutual Fund and Insurance licensing.
He has a clientele comprised mainly of individuals and small business owners. In his practice, emphasis is placed on providing excellent service and educating clients in order to make intelligent decisions and his practice concentrates in the areas of investment, retirement, and estate planning. He works closely with each individual to develop an individualized financial plan designed to meet specific objectives. He has a network of other local professionals such as accountants and lawyers to cover all of his client’s specific financial and estate needs.
Geoff is a big supporter of local businesses and initiatives. He has been involved in countless local committees and fundraising. He currently serves as Treasurer of the West Coast Cycling Association and as a Cross Country Jackrabbit Instructor.
Insurance products available through Stratton & Wareham Financial Services Ltd.