Angelo, as a Junior Insurance & Investment Advisor has been a valuable member since February, 2014. He is dedicated to his career with continues education in all aspects of insurance & investment strategy in order to help client achieve a financial peace of mind.
His patience and listening skills allows him to understand the client and rely on his analytical skill to tailor the best solution for each client as he understands everyone is unique. He is also a member of Advocis – The Financial Advisors Association of Canada with strict ethical standard and professionalism to ensure members to act in the best interest of clients.
He is in an apprenticeship with Marian while supporting the advisors with client service care; monitoring new businesses; contracting and daily business operation to ensure all aspects of the business runs smoothly and efficiently.