George Tozer

George Tozer

CFP®

Conseiller en gestion de patrimoine principal

George Tozer has over 20 years’ experience assisting individuals and corporations in developing investment, tax, succession, as well as estate planning strategies, and solutions.

George’s proven and systematic approach utilizes an array of conventional and alternative investment disciplines, tax preferred strategies, as well as personal and corporate life insurance solutions. His systematic financial planning process delivers both results and peace of mind to his clients.
George has obtained his Certified Financial Planning designation, Wealth Management Essentials, and life and disability insurance level 2 designations. George is also a member in good standing with the Kelowna Estate Planning Society.

George’s family has long standing roots in Kelowna. He has built integrity and trust in many areas of the community. George’s community involvement has included Kelowna Minor Hockey, Central Okanagan Youth Soccer, Steve Nash and Middle School Basketball leagues, in addition to being on the boards of, Creative Okanagan, the Okanagan Symphony Society, and the Kelowna Secondary School Music Program.

George lives in Kelowna with his wife, Sheila French, where they enjoy biking, hiking, travel, cooking together, and attending the many varied music events around the area.

Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.