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Bringing extensive experience as a Portfolio Manager, along with a robust background in comprehensive suitability analyses, Luca specializes in delivering bespoke investment recommendations tailored to individual client needs. Luca's expertise extends to providing detailed and personalized Financial Planning, encompassing retirement and income planning strategies, as well as tax optimization, Will, and estate planning considerations. Adept at ensuring adherence to regulatory standards and fostering enduring client relationships, Luca possesses a proven track record of providing sound financial guidance and cultivating long-term partnerships with clients.
Luca currently services a diverse range of affluent Canadian families, professionals and business owners - answering some of their most pressing questions related to their retirement plan and investment portfolio. Each and every client is provided a clear roadmap to retirement along with recommendations that can be implemented to minimize their tax burden, maximize their retirement cash flow and improve their investment performance. Luca's team is dedicated to ensure our client's most critical questions are answered providing them with the comfort and peace of mind that they seek.
