George has over 15 years of experience in the investment industry and is a registered Portfolio Manager. He is responsible for generating actionable Canadian and global stock ideas; working with Advisors to help customize client portfolios, and participating in the management of the Guided Portfolios.
He was most recently a Research Analyst with a Canadian small/mid cap broker where he was responsible for coverage of Industrials and special situations.
Prior to that, George was a Portfolio Manager with a mid-size Canadian asset manager where he was responsible for coverage of North American securities in balanced and dividend mandates. George is a CFA Charterholder and a graduate of York University.
