Victor is integral to our research, wealth planning and portfolio management needs. Not only does Victor help create and execute our strategies, his deep knowledge of financial markets makes him an invaluable resource. If you ever have questions about your portfolio, markets or just about anything else, Victor is here to help.
Galit is our operations specialist. She keeps the practice running efficiently and ensures clients get everything they need - money transfers, documentation requirements, scheduling meetings/calls, annual tax packages and any reporting requirements throughout the year.
