Geoffrey Taylor, CFA
Director, Portfolio Management & Head of Trading IPC Portfolio Services Inc.
As part of Robert Roby's financial team, Geoffrey Taylor works closely with our group to implement the Private Wealth solution that fits your needs.
Geoffrey Taylor assumed the role as Director of Portfolio Management and Head of Trading for IPC Private Wealth since July, 2016. Geoff has been involved with IPC Private Wealth since its launch in 2009, in various roles with the team. Most recently, Geoff was a member of the portfolio Construction team, working with Advisors to help them devise portfolio solutions for their clients.
Geoff has over 20 years experience in the investment industry. Prior to assuming his role with IPC Private Wealth, he was with a national full service boutique investment dealer for number of years where he headed the portfolio advisory group and was responsible for helping advisors in their relationships with high value investors. Previously, Geoff was an Advisor as part of a high net worth investment team at a major bank-owned investment firm. Additionally, he has held other advisory, trading and investment banking positions with various large Canadian bank-owned securities dealers and investment counsel firms.
Geoffrey is a CFA Charterholder and holds the Canadian Investment Manager (CIM) designation, along with numerous industry courses. Geoff has held the CFA designation since 2001 and the CIM designation since 1997. Geoff is registered with IIROC as a Portfolio Manager and as a Registered Representative.