Giancarlo has 18 years of industry experience in financial services and investment management, Giancarlo has the knowledge, network and resources to provide you with sound wealth management advice and service. He holds a Bachelor of Administrative Studies degree from York University, as well as the prestigious Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations. In addition, as a Portfolio Manager, Giancarlo sits among the select group of advisors qualified to offer advisor-managed portfolio services. This means he can act on your behalf in managing your portfolio, taking advantage of investment opportunities quickly to better achieve your financial goals.
Giancarlo knew he wanted to be an Investment Advisor when he was 16 years old. Today, he’s built a leading wealth management practice founded in trust, integrity and a high level of client care. He works closely with investors and their families to understand their unique financial goals and design tailored strategies and solutions to help achieve them.