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George Fiotakis

Certified Financial PlannerIPC Investment CorporationToronto, Ontario

With over 22 years experience as a financial advisor, I offer my clients a wide array of services and advice ranging from investment and portfolio recommendations to estate planning and tax planning. Furthermore, my expertise in budgeting, insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision.

However, my true passion and specialization will always remain my innovative and creative solutions to retirement planning. Whether you are nearing retirement age, have recently downsized, or are seeking a tax efficient retirement income stream, there is an effective solution for you. I specialize in making complex situations easy to understand and implement.

I am committed to helping you live your dream. Whether your dreams are small or grand, my team will create a simple and realistic wealth management strategy to help you achieve them.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Eldercare Resource Planning Executive Compensation Benefits Estate Planning Family Business Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario Quebec

Certification/Additional Courses ?

CFP® PFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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