Senior Partner and Certified Financial Planner
George is the founder and senior partner of Rockcliffe Wealth Advisors Inc.
For more than 25 years, George has provided retirement and financial planning services to both individuals and corporations. He is a Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant, and graduated from Carleton University in 1986 with an Honours Bachelor of Commerce degree. George has also completed over 5 years training as a Legacy Wealth Coach™, and has further specialized as a retirement income planning consultant.
During his career, George has served as the President of the Ottawa Chapter of the Canadian Institute of CLU’s and CH.F.C.’s. He has also served from 2001 to 2002 as the President of the Ottawa Chapter of Advocis with over 500 financial planners and advisors as members.
Helping clients attain their retirement objectives while reducing taxes is George’s specialty, and he considers it an honour to help them do so.
Together with his wife Cathy, George is a proud parent of four children and they reside in the nation’s capital. He enjoys golf, soccer, running and reading and is actively involved in his church and community.
Tel: 613.422.7852 ext. 323
CPA, CA, B.A. (Econ.)
Partner and Financial Security Advisor
Greg graduated from Carleton University in 1981 with a degree in Economics and went on to obtain his Chartered Accountants designation in 1985 while working with Coopers Lybrand. Having worked in private industry for over 20 years, he has held many senior financial and operational management positions. This has enhanced Greg’s perspective and understanding of the needs of business owners.
Since joining the financial services industry in 2008 he has grown his client base dramatically utilizing a complete planning approach combined with a conservative investment management style.
Greg enjoys working with clients who understand the importance of planning and who value expert advice in structuring their affairs in a tax effective manner. His knowledge and tax expertise acquired over the past 27 years allow Greg to provide innovative solutions for clients and business owners that are customized to meet their needs.
When he is not working he enjoys reading, travelling and participating in many recreational activities including: hockey, skiing, cycling and golfing.
Tel: 613.422.7852 ext. 324
Partner and Financial Security Advisor
Ben is a FPSC Level 1™ Certificant in Financial Planning and has completed over half the requirements to obtain a Certified Financial Planner CFP designation. He is a lifelong learner and has goals to attain further designations. Ben graduated from Royal Roads University in Victoria in 2012 with a Bachelor of Commerce degree in Entrepreneurial Management. He also graduated with a diploma from Algonquin College in Small and Medium Enterprise Management in 2010.
Before joining the financial services industry in 2013 Ben spent over 8 years in the training and development industry both in the private and public sectors including Statistics Canada. Ben enjoys volunteering throughout Ottawa and the world. He has spent time volunteering in Mexico and Peru and used to be fluent in Spanish. In Ottawa he volunteers with Junior Achievers to deliver free financial literacy programs in schools to grade 7 students.
When he is not helping his clients he enjoys spending time with his wife Katarina and two young sons Felix and Marius. As a family they enjoy traveling the world and experiencing new things and tasting new foods. He enjoys playing recreational hockey and squash as well as watching a new series on Netflix
Tel: 613.422.7852 ext. 325
B.Soc.Sc. Econ., CHS
Employee Benefits Specialist
Adam’s current role includes working with clients to design and implement unique employee benefits programs to meet the needs of their employees. This is achieved by providing a complete and affordable plan that is customized to the client’s situation. Adam delivers best-in-class levels of service to all his clients while helping them attract and retain their most valuable asset – their employees!
Adam previously specialised in Living Benefits such as Disability and Critical Illness Insurance. He also holds the CHS (Certified Health Insurance Specialist) designation.
Adam has an Honours Bachelor of Social Science degree with a Major in Economics and a Minor in Business Administration. Adam grew up in Thunder Bay, Ontario but came to Ottawa to attend school and has now made it his home.
Adam is currently engaged to his fiancée Alicia. In his spare time he enjoys spending time at his cottage, playing/watching sports (especially hockey), and participating in the Red Bull Crashed Ice World Championship Tour.
Tel: 613.422.7852 ext. 222
Client Service Manager
Donna Drummond is the client service manager at Rockcliffe Wealth Advisors Inc.
Over the past 25 years, Donna has held a variety of senior administrative positions working closely with executives in various private businesses. During her 7 years in the financial services industry, Donna has attained a deep understanding of the insurance and investment administrative processes to better serve our clients and her team.
Donna strives to be thorough, adaptable and organized to provide a high level of client service support. She enjoys meeting clients at our office to connect on a personal level and is pleased to assist with all of their service requests.
Originally from the UK, Donna resides in Ottawa South with her husband Rob and two teenage children. She enjoys biking to work in the summer, jogging, playing Scrabble and visiting with family and friends.
Tel: 613.422.7852 ext. 321
Nici has 13 years experience in the Financial Services Industry, starting her career as a Branch Office Administrator with Edward Jones in 2000. She joined Freedom 55 Financial as a Marketing Associate at their Winnipeg Financial Centre in 2004, moving to Ottawa in 2006.
Nici prides herself on her strong customer service skills and building relationships with clients. Administratively, Nici manages all data entry of applications both on the investment side and for life insurance programs. She is currently attaining an accredited certification in the field of insurance administration.
Originally from Southern Ontario, Nici currently resides in Orleans with her husband, Greg, and her 4 year old son. Nici enjoys outdoor activities with her family, and writes poetry and short stories in her spare time.
Tel: 613.422.7852 ext. 0
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