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For the past 20 years, Walter has been working closely with his clients, guiding them through many important decisions in order to achieve their goals. Walter manages personalized investment portfolios for wealthy individuals, business owners, and professionals such as accountants, lawyers and physicians. His core investment philosophy is to provide the right balance between safeguarding accumulated wealth and increasing wealth with a responsible risk adjusted return.

Walter graduated from The John Molson School of Business with a Major in Finance. He loves spending quality time with his son Dante, and enjoys playing golf in the summer and skying in the winter. He also enjoys working out and challenging himself in various activities.

In his role as an Administrative Associate, Kenneth is responsible for the team’s daily operations including account administration, client communications and addressing client requests. He provides an exceptional client experience.

Kenneth began studying at Concordia University in civil engineering where he quickly transitioned into the world of finance. He started his career with retail broker CIBC Investor Services Inc (ISI) as a Customer service Representative where he completed the Canadian Securities Course and Options  course to excel into a trader role and subsequently a leadership role. Kenneth’s commitment to professional growth is evident through his completion of various industry certificates, most recent being the Wealth Management Essentials (WME) providing him with a comprehensive understanding of financial planning and investment strategies. Through his time at CIBC, he has amassed an extensive knowledge on market mechanics, brokerage operations and banking procedures. His passion lies in market research, travel and sports.