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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.
Toll Free: (866) 347-8257
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Branch Office: (613) 782-1270
Branch Fax: (613) 782-1189
Carleton University - Bachelor of Arts, Economics with a Minor in Business
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.
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.