"It's important that I'm considered approachable and accountable to my clients. My goal is to foster trust and build long-term client relationships by actively listening and taking the time to understand each client's unique situation.”

 

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.

Chisani Wealth Group

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. 

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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