George Fiotakis, CFP®

Certified Financial Planner®

With almost 20 years experience as a financial advisor, George offers his clients a wide array of services and advice ranging from investment and portfolio recommendations, to advice on estate planning, retirement and tax planning. Furthermore, his expertise in insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision.

As a Certified Financial Planner®, George has achieved the highest level of certification available in the financial services industry. George’s financial and educational designations include the following:

  • Certified Financial Planning designation from the Financial Planners Standards Council
  • Bachelor Degree in Economics and Public Administration from the University of Western Ontario.
  • Professional Financial Planner course from the Canadian Securities Institute.
  • Level II Life Insurance License designation.
  • Canadian Securities Course.
  • Wealth Management Techniques Course from the Canadian Securities Institute.
  • Mortgage Brokering course from Seneca College.

Insurance products available through George Fiotakis.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.