"My goal is to help educate clients and empower them to make sound and informed financial decisions to reach their goals. The reward is getting to see a smile on their face, knowing that their financial dream is becoming a reality.”
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. As a Chartered Investment Manager (CIM), 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.
Chisani Wealth Group 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.
Learn more about how the Chisani Wealth Group can help you.
June 16, 2023
† Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Insurance services provided by BlueShore Wealth.