George Oroc

Financial Planner

BBA (Finance), Pl. Fin., CIM, FCSI

( 514 ) 434 - 6762

Oroc Wealth Management Inc.

2000 McGill College, 6th Floor

Montreal (Quebec) H3A 3H3

Santorini, Greece

Based in Montreal, George founded Oroc Wealth Management Inc. in 2016 to provide financial planning advisory services with tailored wealth management solutions in areas of investments and insurances. He specializes in developing integrated financial plans tailored around achieving his client's unique needs, goals and priorities.

In order to best serve his client's needs, George strongly believes in continually expanding his financial knowledge. He holds a Bachelor of Business Administration in Finance (BBA, Finance) from John Molson School of Business Concordia University, and has earned the professional financial planner (Pl. Fin.) from the Institut québécois de planification financière (IQPF), Chartered Investment Manager (CIM) and the Fellow of Canadian Securities Institute (Fellow of CSI) designations.

George is a member of the Financial Planning Association of Canada (FPAC). The FPAC endeavours to promote and support the evolution of the financial services industry into a recognized, trusted, high-quality profession with members who adhere to the highest ethical and fiduciary standards, and focus on bettering the lives of all Canadians.

George brings 15 years of experience in financial services and aims to build long-term relationships with his clients based on integrity, trust, communication and confidentiality. He further looks to differentiate himself through exceptional service and dedication to helping clients reach their wealth management goals.

He enjoys spending time with his wife and daughter, travel, swimming, snowboarding, working out and playing soccer.

Member of

Institut québécois de planification financière