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Senior Investment Advisor
Working together to help you achieve what truly matters to you
25 Watline Avenue 6th Floor Mississauga, ON L4Z 2Z1Map
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through
tailored investment solutions. Dedication to exceptional client experiences and innovative financial
strategies are the foundations of our business. I will deliver proactive and personal advice,
working closely with you to make key decisions about your portfolio that are in line with your
goals
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
Your success can’t be understood with just a set of numbers. That's why our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Wealth Personality and what influences your decisions – including your financial blind spots. Even the savviest of investors can benefit from knowing their financial blind spots and how they may affect their wealth decisions.
Common financial blind spots include
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.