Boris Mirjanic, CFP, CFA, CIM®
Portfolio Manager
Boris combines knowledge and experience with a one-on-one approach to design financial solutions that manage your wealth comprehensively using a diversified strategy in a way best suited to your needs and your goals. Boris believes in gaining a full understanding of each individual's unique circumstances through regular contact and interaction. His integrity, dedication and expertise are the driving force behind his commitment to your successful financial well-being.
Joe Snape, B.Mgt, CIM
Portfolio Manager
Joe has a disciplined approach to achieving financial success. He understands what it takes to grow, protect and transfer wealth and uses the team's refined process to create personalized financial projections. Joe is passionate about helping people and has a strong entrepreneurial spirit. His enthusiasm and drive help you map out the best approach to maximize your gain, resulting in a comfortable retirement.
Boris Mirjanic, CFP, CFA, CIM®
Boris combines knowledge and experience with a one-on-one approach to design financial solutions that manage your wealth comprehensively using a diversified strategy in a way best suited to your needs and your goals. Boris believes in gaining a full understanding of each individual's unique circumstances through regular contact and interaction. His integrity, dedication and expertise are the driving force behind his commitment to your successful financial well-being.
Joe Snape, B.Mgt, CIM
Joe has a disciplined approach to achieving financial success. He understands what it takes to grow, protect and transfer wealth and uses the team's refined process to create personalized financial projections. Joe is passionate about helping people and has a strong entrepreneurial spirit. His enthusiasm and drive help you map out the best approach to maximize your gain, resulting in a comfortable retirement.