portrait of Geoff MacPherson

About Geoff

What makes a company successful? This was one of many questions I sought the answer to in my 3rd year of university. Despite being an English and History Major, I had an affinity for studying companies and understanding why some were successful, while others failed. I suppose that's where my journey in finance began.

Today, our team of three (myself, plus Jocelyn Miles and Nancy Welsman, both of whom are Senior Branch Office Administrators), strive to fulfill our mission which is to improve our clients' lives by helping them to achieve their most cherished goals. Our clients understand the value in...

Work History

  • Edward JonesApril 1999 to Current

Education

  • Queen's UniversityBachelor of Arts

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Office Information

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My priorities

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Setting your path

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