Wisdom and Wealth:

Empowering Knowledge for Financial Success

Wisdom and Wealth is a philosophy Cristian developed while providing educational financial seminars with his predecessor and mentor Mireille Lafrance.

A belief that education is an integral part of financial success is central to the Wisdom and Wealth Philosophy. Along with personal experiences, this key belief was the foundation for the development of other beliefs Cristian uses to empower clients with the knowledge and peace of mind to make financial decisions including:

  1. When devising a financial strategy, simple is often better. Sometimes it just takes some extra time to find the right solution.

  2. We all want to make money without risks. With the right help you achieve your goals while managing the risks you do take.

  3. Communication is number one. Honesty and transparency are keys to a relationship, and without ongoing communication you can't have those. (Just ask your spouse.)

  4. Regardless of what has happened in the past, your family will be there in the future. No matter if your experiences have been good or bad, proper estate planning can ensure that your wishes are carried out and your loves ones are protected.

A true wealth planner should be:

  1. A person who will look after all your and your family’s financial needs over the long-term

  2. A person who is your "concierge” of financial services – the first person you call, regardless of your question about money or assets.

  3. A person who may not have the answer, but is only one person away from the person who does.

  4. A person who also needs to sleep at night regardless of what the stock market is doing.

  5. A person who will do everything possible to reduce the burden of difficult emotional times like divorce, death and illness.

If you’d like to learn more about how the Wisdom and Wealth approach can help you and your family achieve your goals, contact us today.