Business Details
32 Years
experience
Your Trusted Financial Partner in London, ON
Founded in 1994, Georgijev Financial Group has built a legacy of providing unbiased, personalized financial advice to families, professionals, and businesses across London, Ontario, and surrounding areas. Our mission centers on growing and protecting client wealth through tailored investment and insurance planning. Led by Angel Georgijev since 2021, our team combines decades of experience with a client-first ethos, ensuring every decision aligns with individual goals. We specialize in navigating life's milestonesfrom family protection and business growth to retirement planningwhile maintaining a commitment to integrity and transparency. Our strategic partnerships with Worldsource Financial Management and The Gryphin Advantage enhance our ability to deliver innovative solutions and competitive insurance products.With a focus on long-term relationships, we prioritize education and proactive planning to empower clients to face financial challenges with confidence. Our track record of trust is reflected in client testimonials highlighting our expertise during critical life events, including critical illness support and retirement security. As a locally rooted firm with national resources, we blend personalized service with industry-leading tools to secure our clients' financial futures.
Services
Investment Planning
Insurance Solutions
Retirement Planning
Estate Planning
Business Financial Services
Travel Insurance
Education Savings Plans
Disability Coverage
Critical Illness Protection
Corporate Insurance
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in personalized financial planning.
- Our team includes certified professionals with specialized expertise in insurance and investments.
- We partner with leading institutions to provide competitive insurance and investment products.
- Client-centric approach prioritizes long-term financial security over short-term gains.
- Proven track record supporting clients through critical life events and market changes.
What people say
Expertise in investments
Personalized financial strategies
Compassionate support during illness
Proven market predictions
Reliable retirement planning
Services
Investment Planning
Our investment planning service creates customized portfolios aligned with your risk tolerance and financial goals. We focus on long-term growth through diversified strategies, leveraging market insights and regular portfolio reviews. Clients benefit from tax-efficient solutions and ongoing adjustments to navigate economic changes, ensuring sustained wealth accumulation.
Insurance Solutions
We offer comprehensive insurance products including life, critical illness, and disability coverage to safeguard your financial future. Our approach involves assessing individual needs to recommend policies that provide security against unforeseen events, with access to competitive rates through multiple providers.
Retirement Planning
Our retirement planning service develops sustainable income plans tailored to your lifestyle goals. We analyze savings, pensions, and investment portfolios to create withdrawal strategies that minimize tax impact while ensuring financial stability throughout retirement years.
Business Financial Services
We help business owners protect assets through key person insurance, succession planning, and corporate investment strategies. Our solutions address tax optimization, employee benefits, and continuity planning to support long-term business viability and owner financial security.
Estate Planning
Our estate planning service ensures efficient wealth transfer through wills, trusts, and tax-effective strategies. We coordinate with legal professionals to create comprehensive plans that preserve assets for beneficiaries while minimizing probate costs.
People
Angel Georgijev
Financial Planner & Wealth Advisor
Certified Financial Planner with over 15 years of experience, Angel specializes in investment and insurance planning, providing personalized solutions to families and businesses across London.
Walter V. Georgijev
Founder
Established the firm in 1994, Walter built a reputation for integrity in financial services before transitioning leadership to his daughter Angel in 2021.
Nicole Mensink
Wealth Advisor
CHS-certified advisor focusing on holistic financial planning, Nicole helps clients achieve long-term security through strategic investment and insurance solutions.
Kurt Hill
Insurance Advisor
Specializing in personal and corporate insurance, Kurt provides tailored risk management solutions to protect clients' financial well-being against unexpected events.
Ben Terpstra
Client Services Specialist
Ben supports clients with administrative needs and coordinates financial planning processes, ensuring seamless service delivery across investment and insurance portfolios.
Questions
What financial services do you specialize in?
We specialize in investment planning, insurance solutions, retirement strategies, estate planning, and business financial services tailored to individual client needs.
How do you support families during critical illnesses?
We provide critical illness insurance guidance and financial planning to alleviate stress, helping clients navigate claims and secure financial stability during health crises.
Can you assist with business succession planning?
Yes, we offer corporate insurance, key person protection, and succession strategies to ensure business continuity and asset protection for owners.
What makes your retirement planning unique?
Our approach combines market expertise with personalized risk management to create sustainable income strategies that adapt to evolving retirement challenges.
Do you offer travel insurance options?
We provide comprehensive travel insurance plans including emergency medical coverage, trip cancellation, and multi-trip options for Canadian travelers.
