George is a goals-based portfolio manager and 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.