George Ripoll, CFA, CAIA, MBA, CIM, PFP

Investment Advisor

George Ripoll, CFA, CAIA, MBA, CIM, PFP has been in an investment advisory capacity for over 8 years, the last five have been at BMO Wealth Management as a Financial Planner, Investment & Retirement Planning, where he prepared financial plans for a diverse group of High Net Worth Clients. 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 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, and sports teams, such as the Lakefield Chiefs Jr C Hockey Club, as well as Peterborough Minor Hockey and Lacrosse. 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)