Meet Our Team
Tel: 416.234.8055 (Ext. 114)
Adele has been a financial advisor over 12 years. She is a graduate of York University (Bachelor of Economics) and a Certified Financial Planner (CFP).
In a setting of mutual trust and integrity, and through consistent effort and outstanding service, she has achieved a solid client base and has expanded her business through referrals of satisfied clients.
She specializes in customized financial planning and exclusive investment strategies for individuals, business owners and families. She focuses on a personal wealth management strategy that is a client centered process that integrates and co-ordinates all aspects of one’s financial life from wealth management and tax reduction, to risk management and estate planning.
Adele’s exceptional knowledge and warm personality has allowed her to provide an excellent client experience.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.