Wilmot George Jr., CFP, TEP, CLU, CHS picture

Wilmot George Jr., CFP, TEP, CLU, CHS

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Throughout his career, Wilmot has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis. He has completed numerous courses related to taxation, securities and mutual fund investing, insurance and estate planning. Wilmot received his Bachelor of Arts Degree (with Honours) in Mathematics for Commerce from York University. He also holds the Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations. Since 2001, Wilmot has spent his time guiding financial advisors on tax and estate planning matters through presentations, one-on-one consulting and written communication.He has been featured in various financial forums including The Globe and Mail, The National Post, Advisor.ca, and Investment Executive. Additionally, Wilmot has delivered presentations for The Financial Advisors Association of Canada (Advocis), the Society of Trust and Estate Practitioners (STEP) and The Institute of Advanced Financial Planners (IAFP). Away from work, Wilmot enjoys various sports, traveling and spending time with family and friends.