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Company History
Our founder and president, Walter V. Georgijev, CFP. started in the financial
services industry in 1981. With a foundation as a life insurance agent,
Walter branched out on his own and in 1994 the firm was incorporated.
After leasing office space for a few years, in March 2001 we expanded
to our current location in southwest-London.
With 30 years cumulative experience in the financial services industry, Georgijev Financial Group is able to help you plan and achieve your financial goals.
We get to know you so that we can tailor a plan that best fits your needs.
Walter V. Georgijev, CFP.
President and Insurance & Investment Fund Specialist
walter@wvg.on.ca
Walter specializes in insurance, investment and estate planning. Successfully combining his extensive knowledge with an understanding of his clients’ needs, he consistently provides a financial plan that assures client satisfaction and peace of mind.
Specialties
• Financial Planning
• Succession Planning
• Retirement Planning
• Tax Planning
• Insurance
• Investments
Profile
• In the financial services industry since 1981
• Founder and President of Georgijev Financial Group
• Life member of the Million Dollar Round Table (MDRT)/Court of
the Table Member
• Founding member of LEADS Unlimited
• Long-standing member of Advocis
• Past Co-Chair and Membership Chair of Advocis
• Past board member of the International Children’s Festival
of London
• Attained the Certified Financial Planner (CFP) designation January
1, 2006
Angel
specializes in insurance and investment planning.
She uses her analytical skills to build and develop
investment plans and portfolios tailored to suit client’s
individual needs.
Specialties
• Investment Planning
• Insurance
• Financial Planning
Profile
• Joined the firm in May 2002
• Granted the Financial Services Diploma from Fanshawe College
• Attained
the Certified Financial Planner (CFP) designation August 1, 2006
• Member of Advocis
•
Sits on
the Board of the London Chapter of the Financial Advisors Association,
Advocis
Angel Georgijev-Lowe, CFP
Associate Insurance & Investment Fund Specialist
angel@wvg.on.ca
Mutual funds through HUB Capital Inc.
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