George is a goals-based senior portfolio manager and senior investment advisor helping high net worth business owners and retirees meet their most important financial goals. George has attained the Chartered Investment Manager (CIM®) designation and has been recognized as one of Canada’s top 50 advisors in 2019 (Wealth Professional). He was also nominated by Wealth Professional for the best advisor alternative investments in 2019 and 2020 and best discretionary portfolio manager in 2019.

As a former Memorial Cup Champion with the Kitchener Rangers in 2003, he brings his work ethic, team approach and competitive spirit to work every day to help his clients reach their ultimate goals. With a deep understanding of alternative investments with a pension-like style (primarily hedge funds, private equity, private real estate, mortgage investment corporations and structured solutions), George takes a diversified approach to investments and provides his clients with the advantages available through adding the right alternative investments to their portfolios.

Natalie Marjanovic is an assistant with The Halkidis Group at Richardson Wealth, where she plays a key role in delivering a polished, professional, and seamless client experience. Drawing on her background in performance and event management, she brings strong organizational skills, creativity, and an attentive approach to every client interaction. Since joining the financial services industry in 2024, Natalie has been committed to growing her knowledge, currently pursuing the Canadian Securities Course, and helping clients feel informed and confident in their financial journey.

Before entering the world of wealth management, Natalie built a dynamic career as a professional dancer, actor, and aerialist and spent over five years as a team supervisor in the events industry. She brings the same energy and discipline from the stage to her work with clients. Outside of the office, Natalie is passionate about health and creativity—she enjoys yoga, Pilates, and fitness, as well as baking, cooking, and exploring Toronto’s vibrant restaurant scene. She’s also a comedy enthusiast who loves catching live shows.