Geoff Menzies
Helping one client at a time.
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About
An empathetic, open-minded, patient, and continuously learning multidisciplinary professional who brings 10+ years of experience in the Banking, Insurance, and the Legal services industries. Proven ability to deliver best-in-class service to people by being an enthusiastic, life-long learner, who is passionate about providing an unparalleled customer experience by delighting the customer, providing ‘creative solutions’ to meet their needs.
Experience
I have experience in working with current clients of a company and help grow the base. Have demonstrated an entrepreneurial ability in a variety of industries and have a natural ability to get along with people. I am a creative ‘Big Picture’ thinker and life-long learner which is tremendously helpful at working with various teams in multi disciplines working together to find the best solution(s) for the customer that has a great impact not only professionally but personally.
Education
I have a BA from Brock University -
Have taken a passed the RIBO, LLQP, Mutual Funds, CSC and a variety of Financial Planning courses
Have a certificate in Teaching English as a Second Language
