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Angel Georgijev CFP®, CHS

Financial Planner & Wealth Advisor

About Angel

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 took over leadership in 2021. With a focus on Investment and Insurance planning, I help Business Owners, Professionals and Families 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’m currently a member of the Finance Committee for the Ronald McDonald House Charities Southwestern Ontario. Previous positions included with the Board of The Red Shoe Society in support for Ronald McDonald House Charities Southwestern Ontario. I also spent 7 years on the Board of Directors for the London Chapter of Advocis holding various positions including Sponsorship Chair and Community Chair.

Outside of the office you’ll find me travelling and spending time on the water on my paddle board. I enjoy being active outdoors and spending time with family and friends.

About Angel

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 took over leadership in 2021. With a focus on Investment and Insurance planning, I help Business Owners, Professionals and Families 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’m currently a member of the Finance Committee for the Ronald McDonald House Charities Southwestern Ontario. Previous positions included with the Board of The Red Shoe Society in support for Ronald McDonald House Charities Southwestern Ontario. I also spent 7 years on the Board of Directors for the London Chapter of Advocis holding various positions including Sponsorship Chair and Community Chair.

Outside of the office you’ll find me travelling and spending time on the water on my paddle board. I enjoy being active outdoors and spending time with family and friends.

Professional Licenses and Designations

  • Mutual Funds & ETF’s & Liquid Alternatives (Ontario, Alberta and British Columbia)
  • Life & Accident and Sickness Insurance License (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.
  • 2021 – 5-Star Leading Women in Wealth, Wealth Professional
  • 2021 – Leadership Award, The Gryphin Advantage Inc.
  • 2022 – Excellence Awardee for Female Trailblazer of the Year, Wealth Professional
  • 2023 – MDRT Top of the Table Qualifier

Professional Associations

      

Professional Licenses and Designations

  • Mutual Funds & ETF’s & Liquid Alternatives (Ontario, Alberta and British Columbia)
  • Life & Accident and Sickness Insurance License (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.
  • 2021 – 5-Star Leading Women in Wealth, Wealth Professional
  • 2021 – Leadership Award, The Gryphin Advantage Inc.
  • 2022 – Excellence Awardee for Female Trailblazer of the Year, Wealth Professional
  • 2023 – MDRT Top of the Table Qualifier

Professional Associations

                

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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.