Cross Border Financial Planner
B.A., CFP®, TEP
Georgia is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
A focused, results-oriented professional with over 15 years’ experience in the financial planning industry. Georgia has a strong understanding of advanced financial planning concepts and producing comprehensive financial plans for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions.
Before joining MCA Cross Border Advisors, Georgia worked in wealth management at BMO Nesbitt Burns and CIBC Wood Gundy, where she created comprehensive financial plans for high net worth clients.
Georgia enjoys exercise outdoors and in the gym. Her favorite places when travelling are the Canadian Rockies and Europe.
- B.A. Management Economics, University of Guelph
CERTIFICATIONS & MEMBERSHIPS
- Certified Financial Planner® (Canada)
- Trust & Estate Practitioner, TEP
- Registered Retirement Consultant, RRC
- Life License Qualification Program, LLQP
CROSS BORDER PROFESSIONALS
Senior Cross Border Tax Associate
Client Services & Administration Specialist