Meet the Advisor

With over 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.