Italo Voso, CIMA, FCSI, CFP

For over 20 years, Italo Voso and his team have been providing financial planning and investment advice to affluent individuals.

Italo does so by establishing long-term relationships built on trust, integrity and service, and by providing sound advice to clients that is independent and unbiased.

Italo's clients are primarily made up of an exclusive group of entrepreneurs and senior executives. He specializes in helping these entrepreneurs with exit and monetization strategies. Generally, his clients take risks in their business ventures and look to him to help them preserve and grow their wealth.

Italo's relationship with his clients starts with the development of an investment policy statement and a comprehensive financial plan designed to achieve each client's long-term financial goals. The investment, insurance and estate planning aspects of each client's situation are addressed in depth as part of the plan.

Italo takes an integrative approach to business strategies and provides an array of services that include:

• Charitable Giving
• Private Investment Management
• Tax-Efficiency
• Retirement & Estate Planning
• Business Succession Planning

Italo believes that successful businesses are built by adding value to client services through the collaboration of subject experts within a team, and forming strong relationships with partners. Italo relies on this approach to develop his own business. Many of Italo's entrepreneurial clients have created significant wealth for themselves using a similar model and consequently Italo's approach fits them well.

Contact Italo and his team to learn more about our the services they provide.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.