Geoff Gerrits, CIM

Geoff joined Westcourt Capital Corporation in 2022 as a Senior Associate and supports the Asset Management & Client Services team. Geoff supports Westcourt’s Portfolio Managers in constructing, managing, and monitoring diversified investment portfolios. He also assists the Portfolio Managers in the preparation of investment presentations and client proposals, and with ongoing client service.

Prior to joining Westcourt, Geoff was an Investment Analyst on the Institutional Products and Marketing team at Fidelity Canada. He was responsible for providing investment analysis and management of Canadian Equity solutions for institutional investors. He also aided the CIO, portfolio managers, and various Fidelity Canada Institutional teams by providing attribution analysis and competitive and industry research. Furthermore, he was the lead ESG analyst for the Institutional Products and Marketing team. Prior to Fidelity, Geoff worked as a business development associate at a recruitment and staffing firm and as an analyst at a Toronto based start-up trading firm with a focus on event-driven strategies.

Geoff received his Bachelor of Science degree from Dalhousie University, with a major in Economics. He also holds the Chartered Investment Manager (CIM) designation.

Geoff is an avid golfer and cyclist. He also has an interest in cooking and participating in charitable events.