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George A. McConechy    

Portfolio Manager, Novus Pro of Raymond James, Ltd.

George McConechy’s main focus is the development of customized financial plans for clients after gaining a clear and concise understanding of each client’s needs by way of a unique discovery process. The implementation of the “Bucket System” for retirement funding is a hallmark of George’s wealth management strategy, which he discusses at length in his book "If Money Could Talk," now in its second edition.

McConechy is a Certified Financial Planner™ practitioner, Financial Management Advisor, Certified International Wealth Manager and Fellow of the Canadian Securities Institute. He has been serving families and business owners since 2001 at independent investment dealers and now with Raymond James. Prior to becoming a financial professional, he ran a small business with over 25 employees for 10 years. Originally from Manitoba, McConechy is also an Interprovincial Journeyman Machinist.

In his spare time, he enjoys golfing and traveling. He donates his time to various charities and sits on the Easter Seals Alberta Board.

In "If Money Could Talk," McConechy tackles the subject of money in the context of real-life situations: aging parents, divorce, blended families, market meltdowns, children who don't leave home (or who come back with babies in tow), health challenges, real estate mistakes, golden handshakes and business opportunities – just to name a few. With wry humour and tongue-in-cheek anecdotes, he shares his wit and wisdom on how to tick the right boxes, pay the least taxes and give your heirs the fewest headaches possible.

Videos


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Interview on Alberta Primetime
added over 7 years ago

Speech Topics


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