Private Wealth Management Video Series - Introduction
Private Wealth Management Advisory Video Series
Hi there, my name is Connor Velikonja, and I am an Associate Investment Advisor here at Velikonja Financial of CIBC Wood Gundy. Today I’m here to introduce you to our new Private Wealth Management Advisor video series. These videos will be posted once or twice a month here on LinkedIn, and can be found on our website at www.tedvelikonja.com, as a resource for those of you who are interested in hearing more of our thoughts on the stock market, financial planning, and the approach that over 3 decades serving our clients, we have found most effective for accumulating, protecting, and ultimately transferring wealth. In our next video we will be interviewing our principal, founder, and Senior Portfolio Manager here at CIBC Wood Gundy, and my father Ted Velikonja. We will hear more about his over 30 years in the investment advisory industry, building Velikonja Financial into the service oriented, client focused, holistic wealth management advisory practice we see today.We look forward to being able to connect with you through video, and would be delighted to hear from you in the comments, or by email, to hear your thoughts, or to answer any questions you may have in regards to investing, financial planning, or anything else in the wealth management scope. Until next time, I hope that you all enjoy the rest of your summer and I look forward to connecting with you soon.