George Marsh

Helping business owners and high-net-worth families build, organize, and protect their wealth.

George is a founding advisor of Bytown Wealth Management and has worked in the financial services industry since 2000. He specializes in the technical side of wealth management, including discretionary portfolio management.

George works with business owners, professionals, and high-net-worth individuals and families whose financial lives involve multiple moving parts. As Portfolio Manager, he holds direct discretionary authority over client accounts, managed within each client's agreed-upon risk profile and goals, and coordinates with a client's accountants and lawyers to bring every part of the picture together. Whether someone is untangling a scattered portfolio, protecting a legacy through proper estate and insurance planning, or preparing to sell a business, George brings the depth needed to turn that complexity into a coordinated plan, engaging TD specialists when needed.