George Wei
Phone
Office Location
I have been working in the financial services industry since 2005, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelor of Commerce degree from McMaster University.
I look forward to working with you.
Certificates
B.Comm.
CFP®
Languages
Cantonese
Mandarin
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore

Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.

Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.

Creating a wealth plan to help meet your long- and short-term goals
Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.



Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can a 60-year-old manager afford an unplanned early retirement?
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Can a 60-year-old manager afford an unplanned early retirement?
John is suddenly laid off. Should he find work for another five years, or retire now?
Joyspan: Why a life well-lived could matter more than a long one
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Joyspan: Why a life well-lived could matter more than a long one
Gerontologist Dr. Kerry Burnight spoke with MoneyTalk to explain why joy, purpose and connection may matter more than genetics when it comes to aging well.
Urban heirs, rural assets: How to inherit the farm successfully
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Urban heirs, rural assets: How to inherit the farm successfully
Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations.