Claudio DiSante CFP CFA, a senior financial advisor with over 30 year’s experience, specializes in comprehensive investment and financial plans for individuals and families with over $250,000 of investable assets. The primary focus of his financial planning practice is to provide his clients peace of mind in knowing they have an effective game plan in place to achieve their short and long term goals. Reducing confusion and simplifying one’s affairs helps Claudio’s valuable clients properly understand where they are, where they want to go and how to best get there. This process also takes the stress out of his client’s lives, regardless of the complexity of their financial reality. With multiple years experience during both good and bad investment markets, Mr. DiSante provides calm, disciplined and steady advice. Mr. DiSante, a graduate of The University of Western Ontario also holds the important professional designations of Certified Financial Planner and Chartered Financial Analyst.
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SENIOR FINANCIAL PLANNER
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SENIOR FINANCIAL PLANNER
Claudio DiSante CFP CFA, a senior financial advisor with over 30 year’s experience, specializes in comprehensive investment and financial plans for individuals and families with over $250,000 of investable assets. The primary focus of his financial planning practice is to provide his clients peace of mind in knowing they have an effective game plan in place to achieve their short and long term goals. Reducing confusion and simplifying one’s affairs helps Claudio’s valuable clients properly understand where they are, where they want to go and how to best get there. This process also takes the stress out of his client’s lives, regardless of the complexity of their financial reality. With multiple years experience during both good and bad investment markets, Mr. DiSante provides calm, disciplined and steady advice. Mr. DiSante, a graduate of The University of Western Ontario also holds the important professional designations of Certified Financial Planner and Chartered Financial Analyst.
