Geoffrey Schwandt, H.B. Com

Portfolio Implementation Associate

Geoffrey joined Highview in 2025 as a Portfolio Implementation Associate, bringing over 20 years of experience in investment operations, financial technology, and managed services.

He supports the implementation of HighView’s institutional-quality investment solutions by maintaining data integrity, monitoring client portfolios, and optimizing operational processes across custodial and portfolio management systems. With a strong focus on compliance, efficiency, and precision, Geoffrey ensures seamless execution and accurate reporting that empowers advisors and clients alike.

With an Honours Bachelor of Commerce (H.B.Com.) in Management Economics and Finance from the University of Guelph and the Canadian Securities Course (CSC), Geoffrey leverages his knowledge of capital markets, investment products, and regulatory standards to drive precise, efficient, and compliant operations at Highview.

Geoffrey takes pride in supporting a culture of trust and transparency and is driven by an unwavering commitment to learning, growth, and delivering meaningful value to both the firm and its clients.