Over his 18 years of experience in the financial services industry, George has remained passionate about working closely with clients to help them move closer to their goals and, ultimately, achieve them. As a people person, engaging with clients is still George’s favourite part of his work.
After rising steadily through the ranks in a range of positions, including Senior Account Manager and Financial Planner, George’s current role involves taking the time to understand what clients want to accomplish with their wealth. He then advises clients with respect to their investible assets in order to help them meet their short- and long-term objectives, in addition to simplifying their financial lives with holistic advice in areas such as tax minimization, retirement planning, estate strategies and more.
Clients and colleagues alike appreciate George’s knowledgeable advice, depth of experience, quick turnaround and genuine level of care. He has earned both the Personal Financial Planner (PFP) and Life Licence Qualification Program (LLPQ) from the Canadian Securities Institute.
Away from the office, George enjoys spending time with his wife and two children.