"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.