Shauna George – Director

Shauna joined the Board in 2020 and is a vital member of the Strategic Development Committee.

Shauna’s career has been dedicated to working in the investment management industry, first as a buy-side equity analyst in Toronto working with institutional clients such as pension plans, endowments and foundations and since 2011, exclusively as a discretionary portfolio manager working with high net worth individuals and families in British Columbia. Throughout her career, I have been fortunate enough to have also gained experience pertaining to many other areas of the investment management such as: designing portfolio management and securities trading strategies; working with consultants to complete and submit RFPs; investment performance and attribution analysis; creation and delivery of Investment Policy Statements; and business development/marketing.

Outside of the office, Shauna is active in the Kelowna community as a member of the Sunrise Rotary Club, involvement with the Kelowna Estate Planning Society, and in her current capacity as President of the CFA Society Okanagan, a member society of the leading global association for professionals in the investment industry.