Don't just chase your dreams

Let us help you plot a path!

Choose to work with George Fiotakis and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Meet the Advisor

George Fiotakis, CFP®

Financial Advisor

Lorraine Engel, P. Eng

Administrative Assistant

Meet the Advisor

I could not imagine a more responsive, authentic individual

"George has been my financial advisor for over fifteen years. He has consistently been 100% supportive, very informative, totally empathetic to my needs, and I feel very comfortable knowing that he watches over my interests and suggests changes when new offerings are available or when market conditions change. I could not imagine a more responsive, authentic individual." - F.V. Rogers

He understands his client’s needs but also their concern

"I’m one of those people who don’t understand finances. Talk to me about money and my eyes gloss over and my brain stops. George knows exactly how to keep me from tuning out. He’s never condescending and always very patient. George is always patient and understanding when it comes to advice. He understands his client’s needs but also their concerns. He never asks you to go outside your comfort zone and always explain things thoroughly." - Betty Campbell-Alldis

He is professional, personable and caring

"George Fiotakis has been our financial advisor for 10 years. He is professional, personable and caring. We feel that he treats our investments as if they were his own. He has taken the time to know us, our needs and goals, and has structured our financial plan accordingly. He is always available for questions and responds quickly. We value his advice." - Ed and Donna Wong