Geoff Cook CFP®, CHAIP®, RIS®

Experience - Helping clients identify objectives, and executing a strategy to achieve goals. - Carry the globally recognized Certified Financial Planner designation(CFP) - 2015 Simcoe County Young Professional of the Year given by The Simcoe County Young Professionals Association - Time spent to create an incredible network of professionals to offer superior service and advice to people. - 50+ hours of continuing education per year in financial services. - 3 years visiting Warren Buffet in Omaha, Nebraska. - Working with small and medium sized companies to implement benefit plans, and use strategies to save tax and pull tax free money out of their company. - Expert in Alternative Investments carrying the Chartered Alternative Investment Planner designation. - Chartering member and Program Chair of The Rotary Club of Innisfil (2009 - 2013) - Toastmaster. - A variety of volunteering roles. - Treasurer and member of the board for The Innisfil Celtic Festival (2012) - Board of Director for The Simcoe County Estate Planning Council (2nd terms) - Member of The Kempenfelt Rotary Club currently serving on the Board as the Community & International Chair (2017 - 2019) Goals - To create a place for people to get simple sound financial advice. A place that will make people happy and excited to visit. A place that has the ability to look at a persons complete picture and provide the resources needed to put clients at ease, and achieve all necessary goals. - I want to make a difference in peoples lives. I look forward to years down the road when people will come and tell me that I helped them get where they are today. - To give back to the community and make a difference. - To help clients achieve their version of success. - Create a web site that allows an easy way for people to educate themselves enough to make necessary financial decisions with confidence. Specialties: Financial planning for business owners and professionals.