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
Financial Security Advisor
Phil is an associate advisor with Rockcliffe Wealth Advisors Inc. and is a highly personable and technically skilled member of our firm.
Coming from a successful business family, Phil is driven by helping people who are committed to actively achieving their financial goals. He offers comprehensive financial planning advice for professionals, successful business owners and their families with a focus on achieving optimal risk-adjusted returns, while maximizing after-tax income.
Phil takes a personal and practical approach to Wealth Management and Estate planning. He has an academic background in Human Relations, and has a deep interest in economics and finance. Having had a rewarding career in the start-up community – he brings a great deal of resilience and determination into his role with Rockcliffe Wealth Advisors Inc.
Phil is a father and a dog lover, and in his downtime, he enjoys camping and travelling with friends and family.
Tel: 613.422.7852 ext. 324
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 17 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 and is a proud mother of two. She enjoys participating in many activities including biking, pickleball, cross-country skiing, yoga and visits with family and friends.
Tel: 613.422.7852 ext. 321
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