Superior risk adjusted returns that fit your planning objectives

Chisani Wealth generates superior risk adjusted returns through direct investment in publicly traded securities and private companies. The independent research process helps our portfolio management team identify and filter the most attractive securities and third party money managers, based on a total return basis.

Chisani Wealth Group consists of Claudio Chisani and Flavius Chisani, Investment Advisors and Portfolio Managers, Investment Associates Sareena Sodhi and Kylie Fan.

 

Our goal for interaction with our clients is to strike the ideal balance of healthy, timely communication and reporting as well as consulting with additional tax, estate and insurance professionals they chose to engage. 

 

 

Claudio Chisani, CFP, CIM, FCSI

Principal, Chisani Wealth Group

Portfolio Manager, Investment Manager, Credential Securities

 

Claudio’s experience with global and domestic capital markets has helped his loyal clients manage and increase their personal and corporate wealth for more than 25 years. While he enjoys all aspects of portfolio management, he also takes pride in designing innovative wealth preservation and retirement cash flow strategies.

Claudio is qualified to provide discretionary portfolio management, enabling his clients to entrust their day-to-day investment decisions to him. He is also a Certified Financial Planner® (CFP) and a Fellow of the Canadian Securities Institute (FCSI). Claudio earned his B.Comm in Finance and Marketing at the University of South London and is fluent in Italian and Romanian.

 

Flavius Chisani, CIM

Principal, Chisani Wealth Group

Portfolio Manager, Investment Manager, Credential Securities

 

The cornerstones of Flavius' approach are a prudent investment philosophy, open communication, relationships built on trust, and detail-oriented and disciplined implementation. He enjoys tailoring tax-efficient portfolios that match his clients’ dreams and achieves their goals. As a Chartered Investment Manager (CIM), Flavius is qualified to provide discretionary portfolio management, enabling his clients to entrust their day-to-day investment decisions to him.

Investment Associates

Sareena Sodhi

Sareena is an integral member of the team with over 10 years of industry experience. She is currently working on her Chartered Investment Manager designation.

Kylie Fan

Kylie is the newest member of the team and brings experience in banking and financial analysis. She is currently working on her Chartered Financial Analyst (CFA) designation.

Structure

The Chisani Wealth Group operates as part of BlueShore Wealth, a subsidiary of BlueShore Financial and Credential Securities.

 

Chisani Wealth Group Structure

In the media

What our clients say

As a retired couple, the decision to switch financial advisors was not taken lightly. Our first meeting with Claudio and Flavius put our minds at ease. Their passion for their mission and obvious dedication to their clients, filled the room. It is apparent that Chisani Wealth exists with their clients financial well being as a top priority.

 

Along with their other 2 team members they emit a confidence, without arrogance that instills a sense that one is dealing with true professionals. We’ve consistently had our questions answered promptly and with patience, and when we needed more detailed conversation, a meeting was arranged almost immediately. We love their investment strategies and feel confident our nest egg is in good hands.

Gary & Rita

I have had the pleasure of working with Claudio and Flavius since 2011. From the outset, I have been impressed with their knowledge of the markets and market trends and their ability to manage my portfolio in a manner that appropriately suits my financial goals and risk tolerance. The strong performance of my portfolio speaks for itself.

What I have appreciated most is their personal touch and the investment of time they give to me throughout the year during our regular face to face meetings. With Claudio and Flavius, I know I have in my corner a team that truly cares about me, my family and my financial success.

Senior Partner, Downtown Vancouver Law Firm

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Connect with the Chisani Wealth Group today. 

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Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

IIROC Advisor Report

Insurance services provided by BlueShore Wealth.