Louie is dedicated to providing the highest level of investment advice and comprehensive financial planning expertise to clients with complex and sophisticated financial needs.
Through Louie, you have one of the most skilled professionals managing your wealth – helping you maximize your current lifestyle and building long-term financial security for every life stage.
In addition to meeting rigorous industry standards to become an Portfolio Manager, Louie holds a Bachelor of Arts from the University of Western Ontario. He has also achieved the Financial Management Advisor (FMA) and the Canadian Investment Manager (CIM) designations. Louie is Options and Derivatives licensed and is a life-licensed agent, which qualifies him to help you develop tax-deferral, risk management, and complex estate planning strategies according to your goals and objectives.
