Jorge is the National Director of Advanced Planning at Carte Wealth Management, the #1 Investment Dealer in Canada for 2019, 2020 and 2021. After many years as an Insurance Advisor, Jorge joined two of Canada’s top insurance companies as the Advanced Sales Director for 10 years.

He is an avid reader and is always learning as can be seen in his professional credentials including CFP, CSA, CLU, CHS, TEP, Life License, Securities license and RIBO license.

Jorge has been happily married for over 20 years and is the father of two. A passionate advocate of financial literacy, 10 years ago Jorge started ‘Camp Millionaire’ in Canada, a summer camp that teaches children basic life skills in money management and investing. He has also been an active volunteer with Big Brothers of Toronto, Habitat for Humanity and orphanages in Tanzania.