Meet Your Team


Director of Pawsativity

Hi, I’m Bruno. Although I don’t work directly with clients, I make sure the attitude in our office is always 100% pawsitive.

Stay Informed with Our Monthly Newsletter

Subscribe to our monthly newsletter for valuable insights, tips, and updates on investment management, retirement planning, tax strategies and retirement lifestyle inspiration.

* required
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Schedule a Free Consultation