Zofia holds a Master’s degree in Law and Diplomacy from Tufts University,Boston, and brings over 20 years of experience in the financial services industry to her position as your investment advisor. Drawing on her proven expertise and the unparalleled resources of RBC Dominion Securities, Zofia will design and actively manage your tailor-made portfolio of Canadian and foreign equities and bonds. Trust, integrity, and client accountability are the cornerstones of Zofia’s practice and commitment to every client as she provides individually structured portfolios that are successful in the current markets.
Zofia and her team will be happy to hear from you and set up an appointment for a complimentary review to determine whether the structure of your holdings is best suited to your needs alongside the evolving changes in the markets. She will conduct an in-depth review of your specific goals, while taking into account your return objectives, risk tolerance, need for liquidity, tax situation and investment time horizon. As her client, you will receive access to a full spectrum of wealth management services, including retirement and estate planning and tax strategies.
Only with a full understanding of your expectations and constraints will Zofia work in partnership with you to develop and grow your optimal wealth management portfolio to ensure you attain your financial goals.
For more information and to take advantage of her services, please contact Zofia Hall directly at (416) 974-2855.