Geoff Macgillivray's Location
Mississauga, ON, CA
Geoff Macgillivray's Work
- Branch Manager @ Carte Wealth Management Inc.
- President and Owner Blue Harbour Financial Services @ Blue Harbour Financial Services
- Insurance Agent @ TuGo
- Owner @ Zoom Tax
- Insurance Agent @ Financial Horizons
- Insurance Agent @ Great-West Life
- Insurance Agent @ Benefits by Design (BBD)
Geoff Macgillivray's Education
- Canadian Securities Institute
Personal Financial Planner PFP
2018 - 2019 - IFSE
LLQP course
- IFSE
Canadian Investments Funds Course
- IFSE
Branch Managers Course
Geoff Macgillivray's Skills
- Leadership
- Customer Service
- Team Building
- Sales
- Team Leadership
- Time Management
- Investments
- Strategic Planning
- Strategic Financial Planning
- Insurance
Geoff Macgillivray's Summary
Geoff MacGillivray, based in Mississauga, ON, CA, is currently a Branch Manager at Carte Wealth Management Inc., bringing experience from previous roles at Blue Harbour Financial Services, TuGo Insurance, Zoom Tax and Financial Horizons Group. Geoff MacGillivray holds a 2018 - 2019 Personal Financial Planner PFP @ Canadian Securities Institute. With a robust skill set that includes Leadership, Customer Service, Team Building, Sales, Team Leadership and more, Geoff MacGillivray contributes valuable insights to the industry. Geoff MacGillivray has 3 emails on RocketReach.
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