George Potts

George W. Potts, CFP®

Wealth Advisor

(519) 428-2473

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george.potts@cibc.com

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George W. Potts, CFP®

Wealth Advisor

(519) 428-2473

Opens in your telephone provided application.

george.potts@cibc.com

Opens in your email provided application.

Your aspirations are unique. I take the time to understand what drives you. Then we customize wealth strategies, investment advice and tax-planning solutions to help you reach your financial goals and preserve your legacy.
With a collaborative and disciplined approach, we partner with individuals, families, professionals, executives, business owners and charitable foundations in the community. Ask us how we can help set your ambitions in motion.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

Learn more

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

Learn more

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Address

George Potts Address

5 Norfolk Street South

Simcoe, ON N3Y 2V8

Telephone number: (519) 428-2473

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George W. Potts, CFP®

George W. Potts, CFP®

Every element is designed to support your goals

Investment management

Private banking

Wealth planning

Estate and trust

CIBC GIVING BACK

CIBC GIVING BACK

ONE FOR CHANGE

ONE FOR CHANGE

Contact us

Address

Sorry, there's been a server error.