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Bruna Kubay, B.A., CFP
Carla Pocobene, CFP
Bruna Kubay
Corri Desaulniers

Tel: 905-570-8810
Toll Free: 1800-267-8331
Fax: 905-570-1183

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

Other Locations

910 Queenston Road
Stoney Creek, Ontario
L8G 1B5

275 James street North
Hamilton, Ontario
L8P4V2

What Should You Expect from Me?
 
Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  

I Believe that Diversification trumps Risk. 

I Believe that your money is more than just dollars and cents. It’s long hours at the office, your child’s education, your father’s legacy...it’s your story. I'm here to help you continue your story.

I Believe that every client is UNIQUE and I will treat you a such.

I Believe the more educated you are, the more empowered you will be to make wise decisions about your money. 
 
A Full Spectrum of Advice
 
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals

Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

Education: Information and resources to help you participate in – and maintain ownership of – your financial future

Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.

Estate Planning: An effective action plan to ensure that your wishes are secured

Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized

Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital

Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed