Your partner on your journey
to financial empowerment

Building financial futures, one client at a time

Jean-François (JF) Droz, CIM

Associate Portfolio Manager & Investment Advisor

416-699-4550 | Email me
416-699-2420 | Connect
1-888-283-8512

Jean-François (JF) Droz
Associate Portfolio Manager & Investment Advisor


Some financial advisors believe you must be fully committed to equities and accept all the risk involved if you are to succeed as an investor. My team and I think about it differently. We believe you can take a prudent approach and still achieve your goals while protecting what you earn along the way. We also believe that financial security isn’t only a well-managed portfolio; it’s many things that all revolve around building a solid foundation for your life.

Over the years, I’ve had the honor of working with great people who have trusted their future to my team and I. This responsibility is what drives our relentless focus on representing their interests along the journey. Some clients need more, some less. Our job is to uncover exactly what will help get you to the future you see for yourself, to the life that matters most.

Jean-François Droz – An experienced advisor for today’s volatile markets

● Associate Portfolio Manager designation
● Charted Investment Manager (CIM) designation

● Life insurance and Accident & Sickness agent
● 17+ years in financial services
● Six years as an advisor in private wealth
● A reputation for cooperation with specialists and other advisors
● Winner of the 2010 Private Wealth Recognition Award

Marlo Moyer

Associate

416-699-0182 | Email me

Connie Freitas, B.A., LL.B.
Will & Estate Consultant

Connie works closely with me to provide you with information on structuring your estate in an efficient and tax-effective manner, utilising her significant practical experience in the estate planning and administration field, coupled with her financial planning expertise. This allows her to offer guidance on both the tax and personal implications of your estate plan. Connie will provide you with a report outlining various estate planning issues for you to explore in further detail with you own lawyer or accountant.

 

Nadia Ganesh, CFP 
Financial Planning Specialist 

Nadias career spans over 17 years in the financial services industry through various roles with a chartered retail bank, RBC Dominion Securities and a boutique investment firm. In 2008 Nadia rejoined RBC as a member of RBC Wealth Management Services, assisting with the preparation of comprehensive financial plans for clients of RBC Dominion Securities.

Nadias accreditations include the Certified Financial Planner (CFP) designation as well as being life and accident & sickness insurance licensed for Ontario. Nadia truly believes a financial plan allows you to analyze your current situation and put strategies in place today, to further enhance and preserve your wealth, minimize taxes, protect your loved ones and create a legacy.

 

Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc.
Insurance Specialist

Gerry employs a comprehensive process to assess client needs and then recommends tax-exempt insurance strategies that will help them achieve their wealth management objectives. Gerry can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure that your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gerry has access to insurance to insurance solutions from the top-ranked insurance providers in Canada.

Gerry began his career in the insurance industry in 1975 and is an expert to his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.