With over 25 years of financial services experience, Vic is actively engaged in providing comprehensive financial and discretionary investment management services to high net worth families, businesses, trusts and charitable organizations. A graduate of Western University, Vic has earned the coveted designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Vic and his wife Sarah are longtime residents of Burlington, and together have four children. Vic is involved in causes focusing on the wellbeing of children and families within the community. He is a member of the CFA Institute, Financial Planners Standards Council and the Toronto CFA Society. Vic is a trusted investment professional who will work alongside you at each stage to help you achieve your goals.