Adrian M. George
CFP, TEP, CSWP, FMA, EPC, FCSI
PlayCheques Director - Advanced Planning

Adrian has been in the financial services industry since 1992 and has in-depth experience in integrating corporate and personal planning to maximize opportunities, minimize taxes, and to protect their families, businesses, incomes and assets they’ve worked hard to build. Being licensed in Alberta and British Columbia, Adrian’s financial planning practice is built upon his principles of delivering high levels of service with unbending standards of integrity. Focused on understanding the needs and goals of his clients in a caring and competent manner, Adrian has obtained the designations of:

Adrian is also a member of:

  • The Society of Trust and Estate Practitioners (STEP)
  • The Financial Advisors Association of Canada (Advocis)
  • The Financial Planners Standards Council (FPSC)
  • Court of the Table Qualifying Member of the Million Dollar Round Table (MDRT)
  • Conference of Advanced Life Underwriters (CALU)

With a passion for encouraging others to get involved within their community, Adrian has been the coach for the Alberta Children’s Wish Dragonboat team since 2008 and a Platinum sponsor of their Annual Gala since 2009.