John Cucci has been working in the financial services industry for close to two decades. He is a graduate of Concordia University with a degree in economics. His education, investment, and business experience provide him with the expertise needed to help his clients develop an overall investment plan to achieve their long-term objectives.
John is dedicated to helping his clients understand the countless investment opportunities that are available today. He firmly believes that each of his clients requires a degree of personal attention to help them achieve their financial goals.
John's commitment to his clients starts with the first meeting. Through an in-depth discussion, he determines the client's personal financial goals and needs. After this initial consultation, he creates an investment plan designed to meet specific objectives. Of course, as the personal situation of a client changes over time, the investment plan is continuously monitored and regularly reviewed to ensure it is always up to date.