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Carlo is an Investment Advisor and holds the Chartered Investment Manager (CIM®) designation. He provides guidance to individuals, families, and business owners so they can reach their wealth goals. Having a strong belief that effective wealth management starts with understanding the full picture, Carlo takes an objective and client-centered approach to every relationship. He provides personalized strategies designed to grow, protect and preserve wealth through all stages of life by removing biases and focusing on each client’s specific needs.

While outside of the office, I am a committed husband and a father of two beautiful girls, and my greatest joy is spending time with them. I have a love for the outdoors, seeking adventure through long distance hiking and canoeing throughout the picturesque Algonquin region of Ontario. Balance, resilience and appreciating the journey are all values that I carry daily and apply to my personal and professional life.