George Weatherbie he/him
Regional Financial Planner
George has more than 30 years of experience in financial services, specializing in insurance planning. He got into the industry after graduating from the University of Prince Edward Island with a Bachelor of Business Administration. George began his career as an insurance advisor and moved into investment planning thanks to his passion for helping people with their finances.
George now works with our CU Wealth Essentials team, and is the first person most of our new clients get to chat with. He’s a key part of the team, ensuring that each person who reaches out to us feels welcome, heard, and ready to move forward with their financial goals.
Outside of work, George values his time with his family. You can find him coaching minor league fastpitch softball with his daughter Kendra, on the golf course, playing his fiddle or spending time with his wife Rosene and their daughter.
Based out of: Charlottetown, PEI
Cause: George coaches local kids in minor league fastpitch softball.
Financial Planning Tip: Regardless of your financial situation or position, have your will, power of attorney or living will in place and up to date.