George’s main focus is the development of customized financial plans for clients after gaining a clear and concise understanding of each client’s needs by way of a unique discovery process. The implementation of the “Bucket System” for retirement funding is a hallmark of George’s wealth management strategy, which he discusses at length in his book If Money Could Talk, now in its second edition.
George is a CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Management Advisor, Certified International Wealth Manager and Fellow of the Canadian Securities Institute. He has been serving families and business owners since 2001 at independent investment dealers and now with Raymond James. Prior to becoming a financial professional, George ran a small business with over 25 employees for 10 years. Originally from Manitoba, George is also an Interprovincial Journeyman Machinist.
In his spare time, George enjoys golfing and traveling. He donates his time to various charities and sits on the Easter Seals Alberta Board.
In If Money Could Talk, George tackles the subject of money in the context of real life situations: aging parents, divorce, blended families, market meltdowns, children who don't leave home (or who come back with babies in tow), health challenges, real estate mistakes, golden handshakes and business opportunities – just to name a few. With wry humour and tongue-in-cheek anecdotes, he shares his wit and wisdom on how to tick the right boxes, pay the least taxes and give your heirs the fewest headaches possible. Request a copy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.