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As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Bruno has been an independent financial advisor since 1989, providing clients with service in the areas of:
Bruno is located in Whitby, serving clients throughout, Durham Region, GTA, Central Ontario and the Kawartha Region.
As a lifetime resident of the Durham Region, together with his wife, Bruno takes pride in raising his two children.
As a long time community supporter Bruno has been associated with Rotary, Jaycee's, Optimist Club, Chamber of Commerce and Hospital Foundations.
In providing a long term focus on client goals while offering excellent service, Bruno helps clients manage their portfolio of investments and insurance needs. He provides a strong client relationship with excellent service giving clients peace of mind and security for their family and business.
Bruno provides honest and trustworthy financial solutions to support clients of all ages to develop a financial strategy.
Sharing knowledge of the financial industry is a passion that Bruno enjoys. allowing others to achieve personal and financial goals.
A Good Financial plan always starts with a good Foundation - Proud Member of the: IFB
I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.
My primary role is to assisting Bruno in ensuring that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Bruno to discuss your financial strategy, please contact me at: (905) 728-6956.