About Us

George Ripoll, CFA, CAIA, MBA, CIM, PFP has been in an investment advisory capacity for over a decade, the last 8 years have been at BMO Wealth Management. We manage diverse investment portfolios for retail and institutional clients across Canada, while also providing industry leading wealth planning that includes, but is not limited to, tax and estate planning, business succession planning, and trust services. When he’s not analyzing graphs or predicting the next trends in the markets, he volunteers his time writing curriculum for the CFA Institute as a Practice Analyst, and is an active member of the CFA Society Toronto. The CFA being short form for the Chartered Financial Analyst designation, which has been quoted as the highest distinction in the investment management profession only held by 167,000 people globally. (Source: https://www.cfainstitute.org/programs/cfa). George is also a part-time faculty member at Trent University's School of Business, lecturing on 3rd year Investments and 4th year Derivatives. 

George was born and raised in Peterborough, where he still resides to this day. He has been an active member of the community through participation of local boards, such a Peterborough Community Futures Development Corporation, Peterborough Northumberland Crime Stoppers, the Lakefield Chiefs Junior Hockey Club, Peterborough Golf and Country Club, and the Allied Professional Group at the Peterborough Regional Health Centre. George has always shared the same love for his community as many locals do, and continues to support the great causes that make this city one of the best places to live throughout Canada.

Education:

- Bachelor's of Business Administration and Economics in the Honours Program (Hons. BBA, Econ) Trent University, Peterborough, Canada

- Master of Business Administration (MBA) University of Birmingham, Birmingham, United Kingdom

- Master of Science in Economics and Finance (MSc. Econ, Fin) University of Bath, Bath, United Kingdom

Professional Credentials:

- Chartered Financial Analyst (CFA)

- Chartered Investment Manager (CIM)

- Personal Financial Planner (PFP)

- Chartered Alternative Investment Analyst (CAIA)

- Derivatives Fundamentals and Options Licensing (DFOL)