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When asked what is her unique value proposition, here is what she says:

 

"I manage investments for the people who entrust me with their hard earned money. By asking the right questions to the individuals and families that I meet, I discover what their financial goals are and carefully select the appropriate securities to help build a portfolio proposal tailored to their needs. Because my passion is to help investors gain, maintain and build wealth, I am always available to them.

I make a point of keeping up to date knowledge to stay in the position to guide and inform my clients better. I have established a well defined investment strategy to insure an organized and structured investment process and most importantly monitoring, reviewing and adjusting strategies on an ongoing basis."

 

Sorelle Passo is a Financial Planner and is currently completing a Chartered financial analyst designation (CFA), one of the most prestigious financial designation.

She began her career in the insurance industry and then spent over 5 years in the private banking industry where she was advising clients on investments and banking needs.

With over eight years of experience in the financial industry under her belt, Sorelle believes in a holistic approach to wealth management which incorporates retirement income needs, tax planning, investment management, risk management and estate and legacy planning to help her client achieve their unique objectives.

Sorelle believes in the power of honesty and transparency and conduct her affairs with the highest integrity.

 

She is the proud mom of a large breed Bernese mountain dog (Bouvier Bernois) called Nitchy and loves hiking, and is looking forward to hiking with her.

 

Sorelle is a continuous learner and she is currently learning a new language (Japanese)  to feed her passion for culture, cuisine and for future travel experiences.