Are you unhappy with your current investment experience? Do you know if your best interests are at the heart of every recommendation? Maybe it's time for a different type of relationship.
Don't Be Just Another Number
The single biggest complaint investors have about their current relationship is that they feel like a number. Not often do they get the personalized service they deserve.
Our value proposition is simple...
The Most Comprehensive Advice incorporating The Most Compelling Opportunities Available in the World exclusively Tailored to You and Your Family with No Conflicts of Interest
Arsenios Vergis is a dedicated advisor that takes an in-depth interest in what’s important to his clients and their families. Arsenios has been helping business owners and professionals take advantage of the opportunities available to maximize their financial potential.
Arsenios’ belief is that there is more to investment management and financial planning than just the numbers. It takes commitment, clear communication and trust between the Advisor and the client to plan out a strategy, and it requires the understanding of what’s important to his clients to deliver solutions that truly address the needs of the business and family.
For many years Arsenios has worked with a diverse array of senior investment and wealth management teams at a prominent wealth management firm prior to joining BMO Nesbitt Burns. He has extensive experience in retirement issues, investment management, education planning, estate planning, and asset protection strategies.
To begin a new experience, please select the online form on the left side of this page, and we will contact you shortly.