Shlomo Conforti B.Sc., PFP, CIM, a certified Canadian Investment Manager, works with each of his clients to understand their financial goals, to develop an appropriate financial plan and to create a customized investment portfolio that will enable each client to meet their own specific objectives. Furthermore, he will continue to monitor your portfolio, making periodic recommendations for improvements or adjustments and informing you on the change in financial markets that will affect you.

As an INDEPENDENT FINANCIAL ADVISOR, Shlomo Conforti offers you objective, reliable and unbiased advice.

With the vast array of investment choices available today, it is more important than ever to be sure that the vehicles you choose are safe and dependable.

Shlomo Conforti has the highest skills, knowledge and qualifications in the business, gained from his extensive and always continuing studies, including a B.Sc. and Engineering degrees, IFIC Investments, Canadian Securities (Honours) and Professional Financial Planning (PFP) qualifications, and the highly regarded CIM ( Canadian Investment Manager ) designation, which clearly sets him into a high level of advisors and planners in the business. With this in mind, he thoroughly examines all investment vehicles before recommending them to you. He only recommends the best products with proven track records, managed by the best minds in the business that can provide the growth and security your financial future depends on.

INVESTMENT MANAGEMENT
FINANCIAL PLANNING
RETIREMENT PLANNING
MUTUAL FUNDS

CIM
PFP
CSC (Canadian Securities)
IFIC INVESTMENTS