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Geoffrey Perrin
Geoffrey Perrin is a CERTIFIED FINANCIAL PLANNER® and a Senior
Investment Advisor with iA Private Wealth.
Accomplishments, Experience & Interests
- Senior partner with Capital Concepts Group since 1996
- Specializes in Retirement Income Planning and Wealth Consolidation
- Married for over 38 years with 4 grown children and 5 grandchildren
- Canucks fan in good times and in bad
Subscribe To Our Newsletter
Subscribe to our newsletter and receive free educational articles and videos each month.
Geoffrey Perrin
Geoffrey Perrin is a CERTIFIED FINANCIAL PLANNER® and a Senior
Investment Advisor with iA Private Wealth.
Accomplishments, Experience & Interests
- Senior partner with Capital Concepts Group since 1996
- Specializes in Retirement Income Planning and Wealth Consolidation
- Married for over 38 years with 4 grown children and 5 grandchildren
- Canucks fan in good times and in bad
What People Are Saying About Geoff
“We feel that we’ve had very good, reliable advice…and I think he really listens to the tone of things as to, you know, how conservative you are or how financially aggressive you feel. He can really explain things so that you come away feeling like, “I got that”, and he’s very patient about going through it all again when you’ve forgotten it six months later.”
What People Are Saying About Geoff
“We feel that we’ve had very good, reliable advice…and I think he really listens to the tone of things as to, you know, how conservative you are or how financially aggressive you feel. He can really explain things so that you come away feeling like, “I got that”, and he’s very patient about going through it all again when you’ve forgotten it six months later.”