My Team

Over 25 Years of Experience

Senior Financial Advisor

George Fiotakis, CFP®

Associate Advisor

Ryan Fiotakis

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

7 August, 2024

Recession Fears, Market Sell-off - Key Questions for What Comes Next

Counsel CIO Corrado Tiralongo provides his take on the current sell-off and what may come next in this timely market update. Looking forward, he believes market sent

18 July, 2024

Insights in 5: Data Will Drive Economic Policy Forward

In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the se

12 July, 2024

How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio

After two years of stashing cash in the relatively safe confines of a high-interest savings account (HISA), moving your money back into the market can seem like an e

SEE ALL INSIGHTS

There isn't anyone in any service role that I value and trust more.

"George has been working with my family for literally decades, and so when they recommended him once I started making money of my own I was keen to at least hear him out and see what he was like. Five years later and truly there isn't anyone in any service role that I value and trust more. George is always quick with sharp advice but much more than that he's incredibly responsive to my needs and questions and is always quick to explain things repeatedly if need be. Uniquely too, he blocks off huge sections of the day just to chat -and as a result we've built up a wonderful working relationship that leaves me extremely confident that my best interests are always what he's most keen on. You couldn't work with a better, more passionate person than George Fiotakis." - Jesse Hildebrand

He has decades of knowledge and experience.

"With the myriad of financial advisors available, why should you choose George? It's pretty simple. He has decades of knowledge and experience to make sure the financial decisions you make based on his advice are the right ones for you; and he will put you – the client - first. Every time. His ethics and integrity are beyond reproach, and he will be patient, empathetic and understanding of your personal situation and needs. How do I know this? George has been our advisor since the beginning, and we would not be in the financial position we are today without him. In fact, I have been able to retire at 53 years of age! Go with George. It will be one of the best decisions you ever make." - Jennifer Bailey

He understands his client’s needs but also their concern

"I’m one of those people who don’t understand finances. Talk to me about money and my eyes gloss over and my brain stops. George knows exactly how to keep me from tuning out. He’s never condescending and always very patient. George is always patient and understanding when it comes to advice. He understands his client’s needs but also their concerns. He never asks you to go outside your comfort zone and always explain things thoroughly." - Betty Campbell-Alldis

He is professional, personable and caring

"George has been our financial advisor for the past 17 years. We placed 100% of our confidence in his ability to look after our investments and to prepare a healthy retirement portfolio. He understands our needs, personality and risk tolerance and has always been ready to provide good counsel. Now that we are retired he is giving us guidance on estate planning. We really appreciate his service and it is always done with patience and a smile." - Ed and Donna Wong

I could not imagine a more responsive, authentic individual

"George has been my financial advisor for over twenty years. He is extremely knowledgeable, very empathetic to my needs and risk tolerance, and is quickly accessible at all times. I trust George 100% in every regard. If you are looking for the right person to guide you in making financial decisions. you could not find anyone better. He is absolutely the best!!" - F.V. Rogers

Advice your way

Because you want to grow more than your portfolio

HUMAN CENTERED ADVICE