John Georgescu
Portfolio Manager at Aviso Wealth
Based in Sechelt, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Sechelt
Industry
Financial Services
Company size
672
Contact information
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j•••••••@aviso.ca
Phone
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Background
About John Georgescu
I specialize in discretionary portfolio management, wealth management, estate planning and retirement planning. Having spent nearly two decades in the credit union system in various roles, including personal lending and investing, I am a big believer in credit unions and the people-helping-people mentality. I understand that each client has a unique and diverse set of investing needs and objectives. As a Chartered Investment Manager (CIM) designation holder, I can tailor traditional and/or sophisticated investment strategies to meet the precise needs of my clients. Additionally, as a Certified Financial Planner® professional, I simplify complex financial matters to help clients Live Life Confidently™.
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