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George Kosmopoulos
Dao Pham
Andrew Sipes
Sarita Sharma

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

George has been in the financial services industry for over two decades. He believes that his primary role is to help clients with the numerous financial challenges they will face in today’s financial world.

George’s process includes a 3 step approach which starts off with providing clients with a full Financial Plan, reviewing the current economic environment and proposing suitable solutions for his clients based on their time horizon, risk tolerance and growth objectives.

This process has helped George become the trusted financial advisor for his clients which include high net worth business owners, professionals and retirees.

George’s on-going consultative process includes all aspects of wealth management including money management, retirement & estate planning, tax planning, life insurance and long term care planning.

He also holds the industry leading designations of Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

George has hosted weekly financial reports on television and radio and has authored investment articles for various trade journals. He has also held a number of executive positions with prominent local charities and business associations. George lives in Toronto with his wife Stella, and their two sons Andrew and John. He enjoys playing hockey, basketball and golf and coaching his sons' sports teams.

To explore how George’s value added advisory approach may benefit you and your family feel free to call his office at (416) 359-4502.