Senior Partner and Certified Financial Planner
George is the founder and senior partner of Rockcliffe Wealth Advisors Inc.
For more than 30 years, George has provided retirement and financial planning services to both individuals and corporations. He is a Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant, and graduated from Carleton University in 1986 with an Honours Bachelor of Commerce degree. George has also completed over 5 years training as a Legacy Wealth Coach ™, and has further specialized as a retirement income planning consultant.
During his career, George has served as the President of the Ottawa Chapter of the Canadian Institute of CLU’s and CH.FC.’s. He has also served from 2001 to 2002 as the President of the Ottawa Chapter of Advocis with over 500 financial planners and advisors as members.
Helping clients attain their retirement objectives while minimizing taxes is George’s specialty, and he considers it an honour to help them do so.
Together with his wife Cathy, George is a proud parent of four children. He enjoys biking, golf, soccer, running and reading and is actively involved in his church, and community.
Tel: 613.422.7852 ext. 323
Client Service Manager
Donna Drummond is the Client Service Manager at Rockcliffe Wealth Advisors Inc.
Donna is the first point of contact for the firm and provides a high level of client service support. She enjoys interacting with clients in-person, by phone or by email to connect on a personal level and is pleased to assist with all your questions and service requests.
Her role focuses on a smooth introduction to Rockcliffe Wealth Advisors and assists with an efficient flow of service, processing and business operations.
Over the past 35 years, Donna has held a variety of senior administrative positions working closely with executives in various private businesses. During her 20 years in the financial services industry, Donna has attained a deep understanding of best insurance and investment business practices and acts in operational support roles assisting team members at all levels. She is very comfortable working with clients of all ages, genders, and backgrounds.
Originally from the UK, Donna resides in Ottawa. She enjoys being active outdoors, and she especially enjoys visiting with family and friends.
Tel: 613.422.7852 ext. 321
*The use of e-mail is not a secure medium and personal information should be transmited by more secure means.
Copyright 2026 Rockcliffe Wealth Advisors