About Our Team

Education & Experience:

Carlos Casanova, BA, PFP
I am a Wealth Advisor with over 20 years of experience in the investment field. Through various roles in retail banking, private banking and Wealth Advisory, I have become very passionate about helping clients meet and exceed their financial objectives.  I earned a Bachelor of Arts from the University of Toronto and I have successfully completed the Canadian Securities Course, the Conduct and Practice Handbook Course, the Professional Financial Planning Course, and the Wealth Advisor Fundamentals Program.

Mission Statement:
We are passionate about helping clients achieve their financial goals. It brings us great satisfaction knowing that our clients will be in a secure and stable financial position and they will be able to provide themselves and their loved ones with a comfortable lifestyle.

Our Philosophy:
We are Life stage advisors. No matter what life stage you are in, we will offer you a comprehensive financial plan and an investment solution that is right for you. Both of these go hand-in-hand: the financial plan is the road map that will confirm that you are on the right path to achieving your financial goals and the investment plan is the vehicle that will help you get there. People have different needs depending on what stage of life they are in. Whether you are a conservative investor or a growth-oriented investor, at pre-retirement or post-retirement, we will design a prudent investment plan and a financial plan that best suits your needs.

What makes us different?
We take the time to truly listen and understand your financial goals and what is important to you. Then we will design a plan that is in line with these needs and objectives and provide you with an unbiased recommendation. We take the time to ensure you are comfortable implementing the plan and then we will invest your money as we were investing our own.

Our Clients:
We have helped many individuals and families with their wealth management and investment needs. These include, woman and men who are at the pre-retirement stage or at retirement (i.e. professionals, executives, business owners, self-employed, employees, retirees).
We have clients that have successfully paid for their children’s education based on the plan that we set-up for them and we have clients that are living a comfortable life style by living off of their investments that we helped them built. Our clients value and appreciate a Wealth Plan, Investment Advice and an ongoing relationship.

Service Excellence:
We will meet with you to gather the information, formulate the plan, and implement the plan. After the plan has been implemented, we will meet with you on a regular basis, to assess your investment and financial planning strategy to ensure that you are on target in meeting your goals. If any changes are necessary, we will provide recommendations to maintain your overall objectives and risk tolerance levels to reflect the changes in your life.

What is the outcome?
We will help you identify where you are now, where you want to be, and help you get there.
The most important aspect of our relationship is that you will have a team a professionals working for you, helping you reach your financial goals. This will allow you to focus on what matters the most - you and your family.

Languages Spoken:
Fluent in both Spanish and English

If you would like a relationship based on trust and process that delivers peace of mind, please call Carlos Casanova at 905-828-0895 to arrange for an introductory meeting.

We will help you make sense of the complexities of investing.