Building and preserving wealth at every life stage
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. With George McConechy of Raymond James Ltd., we provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals.
Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate:
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
- Cross-Border Solutions
Meet Your Advisory Team
Our team will work together, in collaboration with our dedicated team of specialists at Raymond James Ltd., to diligently apply decades of accumulated industry knowledge and experience to analyze, research, and develop strategies on your behalf.
George is committed to helping families and individuals retire in an increasingly complex and volatile investment environment. His main focus is the development of customized financial plans that convert technical knowledge into proven, practical, and actionable strategies. A veteran of financial services, George has been serving clients since 2001 at independent investment dealers before joining RJ in June of 2016.
Prior to becoming a financial professional, he was an Interprovincial Journeyman Machinist and ran a small business for 10 years. He is a CIM®, CFP®, CIWM®, FMA, and a FCSI®. No matter how many certificates hang on his wall, he will never forget that success in the investment industry comes from three things: an ability to focus on the client, see the solutions with clarity, and deliver results with commitment.
He grew up in Brandon, Manitoba, where he chose to help on his grandmother's farm at a young age. This experience taught him fundamental life lessons about planning, focus, being detail-oriented, changing environments, and ensuring enough food and supplies for the long, brutal winters. In his spare time, George enjoys golfing and traveling. He donates his time to various charities and sits on the Easter Seals Alberta Board.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Monique works closely with George McConechy. She manages administrative workflow, day-to-day reporting, account opening, and account maintenance. Monique holds the Canadian Securities and Alberta Insurance licenses, and she has been working in the financial services and wealth management industry since 2007.
Prior to joining forces with George in October 2022, Monique was part of the administrative support team in the Edmonton Branch, helping with training, coaching, and supporting various Advisors. She joined Raymond James in July 2015 after a career with another wealth management firm. She is passionate about building relationships with clients and colleagues.
Monique loves walking and cycling in our beautiful city, spending time with her massive family, and listening to live music. On cold snowy Saturdays, she is quite happy to curl up on the couch and spend an entire afternoon reading a book.
Learn more about us
Raymond James Ltd.
