Christopher George
CFP, CLU, CHS, CPCA, EPC
Director, Advanced Planning
Blue Shores Financial
Chris has had in-depth training in all aspects of financial planning, insurance, retirement, health care and on counseling seniors on their special needs.
Prior to his independence, Chris gained a wealth of experience in the retail banking and financial services industry.
Educational designations include:
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Certified Health Insurance Specialists (CHS)
- Certified Professional Consultant on Aging (CPCA)
- Elder Planning Counselor (EPC)
Chris recently appointed a member of the FPSC 2011 President’s List, and won First Place of all CFP Graduates in Canada.
Chris is married, with 2 children and lives in Cloverdale, BC. He is also very active as a volunteer with several community charities.
FINANCIAL PLANNING
- Unbending Standard of Integrity and Personal Service.
- Comprehensive Financial Plans that guide you in building, preserving and protecting your investments and other assets.
- Financial Plans that consider taxation, inflation, rates of return, insurance, investments, beneficiaries, retirement, philanthropy and many other issues that affect you, your family and your estate.
- Full Risk Management Assessments
- Health Care needs and Insurance
- Retirement and Estate Planning
- Speaker, Educator and Trainer
- Works with “power team” of experts in Wealth Management.
- First Place CFP Graduate in Canada.
- Member of FPSC President’s List, 2011