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George Marsh

Portfolio ManagerInvestment AdvisorCertified Retirement Specialist

  • CFP®
  • CIM®
  • FMA

Sound investment advice built to help weather all market conditions

A Portfolio Manager & Investment Advisor and member of Thomson Marsh Wealth Management, George focuses on investment planning strategies and operational management to strive to provide our clients with an experience that is unparalleled.  With over 15 years of experience, George has structured our wealth management process to provide the necessary tools and systems to help enhance our client’s success. 

George holds the CFP® CIM® FCSI® designations.


Thomson Marsh Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

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ADDITIONAL CONTACT

Toll Free: (866) 347-8257
Fax: (613) 782-1189
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

LANGUAGES

English

EDUCATION

Carleton University - Bachelor of Arts, Economics with a Minor in Business

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    U.S. Fed delivers rate cuts and mixed signals

    U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

    One problem per visit?

    It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?