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Geoff Coffey

Geoff Coffey
Private Banker
Office : (604) 665-0604
RBC Wealth Management, Private Banking

Languages Spoken: English 
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A little about Geoff Coffey

As a Private Banker in Vancouver, Geoff Coffey provides discrete, sophisticated financial counsel to a select group of clients throughout the Greater Vancouver area. With a financial services career spanning more than 25 years, Mr. Coffey brings extensive experience in both personal and corporate planning for high-net-worth clients.

Working closely with you, Mr. Coffey begins with an initial "deep discovery" to uncover your personal and family banking and lending needs, and to apply tailored solutions that simplify and streamline the management of your family’s wealth. As needed, Mr. Coffey can bring in a full range of RBC and external specialists that can support your own personal advisors, or create detailed wealth management plans for your investment, estate, business succession, taxes or charitable giving needs.

Prior to taking on the role of Private Banker, Mr. Coffey was the Director of Complex Credit for Private Banking in British Columbia. As part of this specialized team, he developed complex credit solutions for high-net-worth clients and their families, providing some of RBC’s most sophisticated corporate and market-driven instruments, including BA or LIBOR-based borrowings, interest rate or foreign exchange hedging facilities, or International Letters of Credit to meet his clientele’s demanding financial objectives. Previous roles have provided Mr. Coffey with experience in non-discretionary portfolio management, corporate lending, and the provision of investment advice structured to attain client investment objectives.

Mr. Coffey is a graduate of the University of British Columbia’s MBA program, and has a bachelor’s degree in Psychology. He holds his designation as Certified Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI).

A proud father of four adult children, Mr. Coffey lives with his wife in Vancouver. He enjoys skiing and travelling.

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