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Camillo (Cam) La Civita, CIM®, FCSI®

Vice President, Investment Advisor, Portfolio Manager

Tel: 519-966-3432
Fax: 519-966-3928
Tel: 519-258-2448

Camillo (Cam) La Civita, CIM®, FCSI®

Address
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3
Map

Other Locations

1399 Grand Marais Blvd.
Windsor, Ontario
N9E 1E2

Contact Me

Regular Portfolio Reviews

You will be kept well informed through regular contact with your Portfolio Manager as well as a monthly statement of account that details your holdings, transactions and the value of your portfolio. In addition, you will receive a quarterly performance report detailing returns since inception and a snapshot of your current asset mix. 

Over the years, your evolving personal needs may dictate changes to your Investment Policy Statement or portfolio composition. You will always have an open line of communication with your Portfolio Manager to ensure that you understand the activity taking place in your portfolio and that your investment strategy and your life goals remain clearly aligned.