Based in Montreal, Oroc Wealth Management Inc. is a licensed financial planning firm with the Autorité des marchés financiers focused on providing integrated financial planning and private wealth management advisory service solutions to affluent families, incorporated professionals and business owners.
We take a disciplined financial planning approach to understanding what is important to your financial future and helping you develop a sound financial plan that is holistic, tailored, technology-driven, flexible, prepared for uncertainty and transparent.
In order to best serve our client's needs, George strongly believes in continually expanding his financial knowledge. He holds a Bachelor of Business Administration in Finance from John Molson School of Business Concordia University, and has earned the titles of certified financial planner from the Institut québécois de planification financière, the Chartered Investment Manager and the Fellow of Canadian Securities Institute.
George is passionate and obsessed about helping his clients reach their full financial potential and build long-term relationships based on integrity, trust, communication and confidentiality.