Geoff Carter - BA, FLMI

Group Broker and Partner

Geoff Carter isn't the type that tends to do things by accident - he's a man who is very passionate about what's important to him and he acts on that. Approachable and enthusiastic, Geoff is always pushing for excellence and doesn't apologize for sharing the things he knows are important to his clients.

There is a lot that keeps Geoff in touch with what's important to his clients. Business, finance and family have always been front and centre in Geoff's mind. He's been a successful business owner in his own right, and after selling his company to a large firm moved to the financial services world. The past twenty years have been spent supporting business owners and leaders in securing their financial future.

Married and a father of four girls, Geoff knows what it takes to raise a family, and what it takes to plan for a future that can be uncertain. He also understands the joys of time spent together with the people you care about. That's why you'll likely find him at the cottage with family and friends in the summer, cheering on one of his girls in a water polo pool or volleyball court at a University varsity venue in Ontario, or enjoying Quebec in the winter.

Geoff has joined O'Farrell Financial as a partner for two very important reasons. First, the firm has an incredible reputation for its honest communication, and the integrity it brings to every conversation. The second is that the company has professional systems and processes in place to ensure that clients receive the excellent and reliable service they deserve.

Integrity and service; words that describe why Geoff joined the firm, and why clients choose to do business with O'Farrell Financial.

Community Involvement

  • Ad & Sales - Member 2011 – Present
  • Business Network International (BNI) - Member 2013 – Present
  • Member of Ottawa Executives' Association - Member 1993 – Present (President 1998)
  • ADVOCIS - The Financial Advisor’s Association of Canada - Member 2002-2013
  • ADVOCIS Ottawa Chapter - Board of Directors 2002 - 2010 (Education & Professional Development Chair 2010)
  • Freedom 55 Financial - Ottawa Management Team 2005-2010
  • Member of Ottawa University Telfer School of Management - Sales Panel Presenter 2005-2010
  • Member of Ottawa Regional Cancer Foundation - Board of Directors 2005-2007
  • Freedom 55 Financial Ottawa Executive Advisory Council - Member 2003-2004

Contact

  T : 613.258.1997 ext. 226

  F : 613.258.6983

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Advisor Associate

Erin Campbell

  T : 877.989.1997 ext. 226

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