George McKenna

equipe

Insurance Specialist

CFP, CLU, CHS

Spoken languages : English

George is an estate and insurance planning specialist with over 25 years of experience dealing with a wide variety of situations including business owners, and professionals. He helps our clients both pre and post retirement to accumulate, preserve and distribute their wealth in a tax-efficient and cost-effective manner.

George has a Bachelor of Arts (Honours Economics) from the University of Waterloo, and he has the Certified Financial Planner, Chartered Life Underwriter, and Certified Health Insurance Specialist designations.

Please consult your advisor if you believe you could benefit from George’s considerable expertise.