Money Matters: Passing wealth and financial literacy to the next generation
Oct 28, 2025
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 Manager, Investment Associates Sareena Sodhi.
"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."
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.
The Chisani Wealth Group operates as part of Beem Wealth & Planning Ltd., a subsidiary of Beem Credit Union and Aviso Wealth.
Oct 28, 2025
April 30, 2025
February 26, 2025
November 21, 2024
October 30, 2024
August 29, 2024
August 20, 2024
June 4, 2024
March 7, 2024
September 13, 2023
August 31, 2023
April 27, 2023
November 1, 2022
October 11, 2022
June 7, 2022
April 27, 2022
April 25, 2022
March 29, 2022
March 28, 2022
February 22, 2022
February 9, 2022
October 21, 2021
August 2021 (password required)
August 21, 2021
Looking to make sure your investments are on track? Tune in to watch our expert financial and investment advisors offer their perspectives on:
Get peace of mind and practical solutions from our expert advisors.
When building and diversifying your investment portfolio, there are many opportunities to explore. What alternative investment opportunities exist and which are worth consideration?
Insurance services provided by Beem Wealth & Planning Ltd.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.