Geoffrey Goad Email & Phone Number
Senior Investment Advisor @ Leede Financial Inc.
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Geoffrey Goad Location
- Toronto, ON, CA
Geoffrey Goad Work
- Senior Investment Advisor @ (September 2019 - Present)
- Senior Investment Advisor @ (September 2019 - Present)
- Managing Director, Private Client @ (April 2016 - August 2019)
- Managing Director, Private Client @ (December 2014 - April 2016)
- Sr. Vice President @ (May 1984 - December 2014)
Geoffrey Goad Education
- Queen's University
BA (Economics)
1973-1977 - Upper Canada College 1963-1973
Geoffrey Goad Skills
- Wealth Management
- Retirement Planning
- Equities
- Securities
- Estate Planning
- Corporate Finance
- Investment Advisory
- Financial Planning
- Due Diligence
- Strategic Financial Planning
- Investments
- Alternative Investments
- Portfolio Management
- Asset Managment
- Investment Strategies
- Hedge Funds
- Capital Markets
- Asset Allocation
- Mergers & Acquisitions
- Fixed Income
- ETFs
- Investor Relations
- Asset Management
- Venture Capital
- Financial Analysis
- Trading
- Private Placements
- Equity Research
- Investment Banking
- Investment Management
- Private Equity
- Bonds
- Financial Advisory
- Mutual Funds
- Valuation
- IPO
- Wealth Management Services
- Bloomberg
- Equity Valuation
- Financial Markets
- Equity Trading
- Equity Capital Markets
- High Net Worth Individuals
- Financial Services
- Wealth
- Banking
- Public Speaking
- Process Improvement
- Research
- Mergers and Acquisitions
Geoffrey Goad Summary
- Geoffrey Goad, based in Toronto, ON, CA, is currently a Senior Investment Advisor at Leede Jones Gable Inc.. Geoffrey Goad brings experience from previous roles at Leede Financial Inc., Echelon Wealth Partners, Euro Pacific Canada and Raymond James Ltd.. Geoffrey Goad holds a 1973 - 1977 BA in Economics @ Queen's University. With a robust skill set that includes Wealth Management, Retirement Planning, Equities, Securities, Estate Planning and more. Geoffrey Goad has 2 emails and 1 mobile phone numbers on RocketReach.
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