Our Team

George J. Lyttle, B.Sc., M.B.A
Vice President
Investment Advisor
 

George is an experienced financial services professional, who demonstrates a seasoned understanding in meeting the needs of his clients. He has been advising individuals and corporations on investments, insurance and tax strategies since 1977. Focusing on investment, retirement and estate management, his clients are mostly business owners, retirees and professionals.

George earned a Bachelor of Science degree in Chemistry and a Masters degree in Business Administration from the University of Western Ontario. He has developed a course on technical analysis entitled "Investment Market Timing", which he has taught at Fanshawe College. The course covers six methodologies he uses to analyze market behaviour in order to increase the probability of investment success.

George resides in London, Ontario with his wife Bobbie. Active within his community, he is a Director of the London Bridge Childcare Centres, and a Director of WLK Seniors Assistance Inc. In his leisure time, he enjoys golf and curling.

Carlos Mateus, CFP
Investment Advisor Assistant
 

After studying Business Administration in Colombia, Carlos graduated from Fanshawe College with a diploma in Financial Planning Services. Carlos is qualified to help clients with trading, financial planning and other estate planning needs. Carlos' role on the team further enhances both our marketing and technology aspects of the business. He performs the weekly market screens. These screens help to identify the high probability trades which make up our overall strategy. Speaking fluent Spanish has proved to be a valuable asset when helping the Hispanic community. He has worked in the industry since 2004. Carlos is always happy to answer any questions about what we are expecting from the markets and our potential plan of action. He can be reached at (519) 660-3732 or carlos.mateus@cibc.ca

Greg Murray
Investment Advisor Assistant
 

Greg has worked in the financial industry for several years and graduated from Fanshawe College with a diploma in Financial Planning Services. After joining our team in 2010, he has completed several more courses including the Code and Practices Handbook (CPH), 90-Day IA Training, Wealth Management Essentials (WME) qualifying him to help clients with their trading and insurance needs. Currently, he is working towards receiving his Options Licensing to further advance his role within the team. Greg takes care of all the administrative duties related to all accounts and can be reached directly at (519) 640-7638 or via e-mail at Greg.Murray@cibc.ca.