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Carlos Casanova

Wealth Advisor

Fax: 905-897-5229
Tel: 905-828-0895
Toll Free: 800-387-9314

Carlos Casanova

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

2825 Eglinton Avenue West
Mississauga, Ontario
L5M 6J3

Contact Me

Our Approach

First: We get to know you as an individual. We take the time to understand and listen to your financial needs.

Second: We will design a plan that is in line with these needs and objectives and provide you with an unbiased recommendation.

Third: 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.

Fourth: We do a comprehensive review of all the available investment solutions and implement the best one for you by engaging outstanding money managers from around the world to manage your portfolio.

Fifth: When required, we engage other wealth management professionals (i.e. Wealth Management Consultants, Tax Specialists, Estate & Trust Planning Specialists, Estate & Insurance Advisors, Mortgage Specialists, Banking and Lending Specialists, and Trust Specialists) to ensure we have covered all the different aspects of your wealth plan.

Sixth: We will meet with you on a regular basis, and as needed, to review your investment and financial plan and make any necessary adjustments along the way to ensure you remain on target in meeting your goals.