Jorge joined our team in July 2007. As a graduate from Toronto Metropolitan University (formerly Ryerson University) with a degree in Aerospace Engineering, Jorge brings a process oriented methodology to problem solving, analytical thinking and a friendly demeanor.
Most recently, Jorge earned the Chartered Investment Manager (CIM®) designation.
Backed by a deeper understanding of advanced money management strategies, a strict code of ethics and fiduciary responsibility, this designation empowers Jorge to make discretionary investment decisions on behalf of his clients further underscoring his commitment to providing them with exceptional value and expert knowledge.
In 2025, Jorge will become a Certified Financial Planner. This designation will allow Jorge to tackle more complex financial planning issues so his clients can enjoy the future they've always wanted, and more.
When he's not staring at his computer screen Jorge enjoys long bike rides with his two Westies, Penny and Betty White, traveling the world with his partner, Michael of 10+ years, screaming at the top of his lungs while riding roller coasters or putting his chemistry background to use by baking bread, pizzas or french pastries.
If you'd like to know more about his travels, dogs or what his favorite roller coaster is click the links below.