About Us

Georgijev Financial Group, incorporated in 1994, was built with the goal of providing unbiased and personalized financial advice to families and businesses throughout London Ontario and the surrounding area.

Led by Walter Georgijev and his daughter Angel Georgijev-Lowe, our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.

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Walter Georgijev, CFP
Financial Planner & Wealth Advisor

(519) 472-0055  Ext. 225
walter@georgijevfinancial.ca

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As the founder and President of Georgijev Financial Group I specialize in Insurance, Investment, Estate and Small business planning for Business Owners, Professionals and High Net Worth clients. Successfully combining my extensive knowledge with an understanding of my clients’ needs, I consistently provide a financial plan that assures client satisfaction and peace of mind.

I have long been involved with several community groups and currently site on the Board of Directors for The Grand Theatre. I was granted the Certified Financial Planner (CFP) designation is 2006 and am member in good standing with the Financial Planning Standards Council (FPCS), the Financial Advisors Association of Canada – Advocis and am Life member of the Million Dollar Round Table(MDRT)/Court of the Table. I am also a founding member of LEADS Unlimited, a networking group in London, ON.

When I’m not in the office you’ll likely find me hitting the links for a game of golf with clients and friends or out enjoying a nice meal and a show at The Grand Theatre with my wife Karen.

Professional Licences and Designations

Mutual Funds  (Ontario and Alberta)
Life & Accident and Sickness Insurance Licence (Ontario)
CFP Designation – Certified Financial Planner – Since January 1st, 2006

Awards

Million Dollar Round Table (MDRT) – Court of the Table, Life Member

2015 – Leadership Award, The Gryphin Advantage Inc.

Professional Associations

Financial Planning Standards Council – www.fpsc.ca
Million Dollar Round Table (MDRT): The Premier Association of Financial Professionals – www.mdrt.org
Advocis: The Financial Advisors Association of Canada – www.advocis.ca

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Angel Georgijev-Lowe, CFP. CHS
Financial Planner & Wealth Advisor

(519) 472-0055  Ext. 222
angel@georgijevfinancial.ca

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As Walter’s oldest daughter, I often joke that I “grew up in the business” and I believe the enthusiasm that I have for helping others is in my genes. I joined the firm in 2002 and specialize in working with Business Owners, Professionals and Families. With a focus on investment and insurance planning, I help our clients create wealth with a dual focus on protecting it as well. Getting to know our clients and tailoring solutions to their needs is my passion.

I spent 7 years on the Board of Directors for the London Chapter of Advocis and held various positions including; Sponsorship Chair and Community Chair.

Outside of the office I enjoy practicing Pilates and getting outside and being active with my husband Derek, daughter Reagan and Boston Terrier Bentley.

Professional Licences and Designations

Mutual Funds  (Ontario)
Life & Accident and Sickness Insurance Licence (Ontario)

CFP Designation – Certified Financial Planner – Since August 1st, 2006

CHS Designation – Certified Health Insurance Specialist – November 2015

Awards

2014 – Rich Newton Rookie of the Year Award, The Gryphin Advantage Inc.

2017 – Leadership Award, The Gryphin Advantage Inc.

Professional Associations

Financial Planning Standards Council – www.fpsc.ca
Advocis: The Financial Advisors Association of Canada – www.advocis.ca

                                                                     
                                                
 

Nicole Mensink
Client Services Specialist & Insurance Specialist

(519) 472-0055  Ext. 228
nicole@georgijevfinancial.ca

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It was apparent to me at an early age that I had a desire to help people and participate in their successes. Shortly after graduating from Fanshawe College with a Business Human Resources diploma, and receiving my B.A. degree from Brock University I joined Georgijev Financial Group in 2013 in an administrative role. In 2015 I obtained my mutual funds license, to move into a licensed assistant role, and also obtained my life insurance license so that I can assist clients with their insurance needs.

As a Client Services Specialist I assist Walter and Angel in the background with administrative tasks to ensure your experience as a client extends beyond your meetings with them. You will occasionally hear from me before or after meetings to coordinate any paperwork in need of completion, or I will touch base after meetings to give updates about certain transactions as I follow up with them.

As an Insurance Specialist I specialize in working with young professionals and families to assess their insurance needs and find the right products for them. I genuinely enjoy getting to know my clients so that I can understand their unique needs and help them protect their most valuable assets, families and income using insurance products such as life insurance, disability insurance and critical illness insurance.

Outside of the office I enjoy time exploring London’s various parks and activities with my husband Dave, son Christian, and my adorable dachshund Schneider. 

Professional Licences and Designations

Mutual Funds  (Ontario)
Life & Accident and Sickness Insurance Licence (Ontario)

Professional Associations

Advocis: The Financial Advisors Association of Canada – www.advocis.ca

 
   
 

Beckie Delval
Reception & Office Administration

(519) 472-0055  Ext. 221
info@georgijevfinancial.ca

I was invited to join the team at Georgijev Financial Group in October 2015 as their Reception & Office Administration Specialist. Often referred to as “The Gatekeeper”, I delight in my ability to simultaneously manage the schedules of our industrious team and multi-task various projects in our fast-paced environment. With over 15 years of customer service experience, I convey an evident passion for my position by providing energetic and genuine care for each client and their individual needs.

When I’m not in the office I enjoy life’s simplicities with my husband Jon; such as cooking and travelling.

Our Partners

 

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Worldsource Financial Management (WFM) is a division of Worldsource Wealth Management Inc., a fully integrated wealth management company that is focused on building financial prosperity.

Worldsource Financial Management supports the innovative and entrepreneurial approach that independent advisors, like GFG, bring to their professional practices. Today, over 600 independent mutual fund advisors have partnered with Worldsource Financial Management, serving the financial planning needs of over 100,000 Canadian investor clients.

As our strategic partner, Worldsource works to provide the tools, services and support and is committed to delivering the highest standard of service. They assist us in developing market leading administrative tools, providing timely and relevant research and reporting, and delivering innovative technology.

Worldsource Wealth Management Inc. is a fully owned subsidiary of Guardian Capital Group Limited.

www.worldsourcefinancial.com

 

 

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Georgijev Financial Group is contracted with nearly a dozen insurance companies in Canada for Life, Critical Illness, Disability, Long-Term Care and Health and Dental Benefits. Our alignment with so many insurance companies means that our clients get the most up-to-date product solutions at the best pricing available.

Insurance business is submitted through The Gryphin Advantage, a successful Managing General Agency (MGA) headquartered in Hamilton, Ontario. They provide insurance processing and tracking, along with the support and initiatives to grow our business through continuing education programs such as the annual “Gryphin Express” conference.

The Gryphin Advantage has four offices in Ontario and works with some five hundred independent insurance representatives and broker offices.

www.gryphinadvantage.com