George De Faria B.A. Cfp, Rrc
About George De Faria B.A. Cfp, Rrc
George De Faria is a Division Director and Senior Financial Consultant at Investors Group in Windsor, Ontario, with extensive experience in financial planning and portfolio management. He has worked in the financial services industry for nearly three decades, focusing on personalized client solutions and leading a team of specialists.
Work at Investors Group
George De Faria has been a key figure at Investors Group, serving as Division Director since 2018. In this role, he utilizes advanced technology and planning software to develop personalized financial plans and portfolios for clients. His focus is on understanding clients' financial goals and concerns to create tailored financial strategies. Prior to his current position, he held the same title from 2003 to 2008, accumulating a total of 11 years of experience in this leadership role.
Senior Financial Consultant Experience
In addition to his role as Division Director, George De Faria has been a Senior Financial Consultant at Investors Group since 1995. With 29 years of experience in this position, he has developed extensive expertise in financial consulting, helping clients navigate their financial journeys. His long tenure at the company highlights his commitment to client service and financial planning.
Education and Expertise
George De Faria studied at Western University, where he earned a Bachelor of Arts degree in Business Administration from 1980 to 1984. His educational background provides a solid foundation for his career in financial consulting, equipping him with essential knowledge in business and finance. He also holds certifications as a Certified Financial Planner (CFP) and a Registered Retirement Consultant (RRC), further enhancing his professional qualifications.
Leadership and Team Management
As Division Director, George De Faria leads a team of regional specialists in various areas, including insurance, taxation, lending, and asset management. His leadership role involves coordinating efforts among specialists to provide comprehensive support to clients. This collaborative approach ensures that clients receive well-rounded financial advice and solutions tailored to their specific needs.