I have 43 years experience working with 3 different major Banking Financial Institutions. Throughout all those years I have held numerous positions within the banks such as Personal Banker, Mortgage Manager, Small Business Manager, Personal Banker Private Wealth and Branch Manager to name a few. I have enjoyed every minute and my greatest pleasure is providing sound Financial Advice to all clients, both Individual Personal Clients or Small Business Owner’s.
The scope of my advice will begin with a Personalized Financial Plan, with a complete offering of Investment Solutions, so that the plan can be met and then a complete offering of Insurance Solutions, to protect the plan from any potential risks.
The information provided on this website is for informational purposes only and should not be considered an offer or solicitation to buy or sell securities, financial products, or services. Stewart Fisher Financial makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information on this site.
Advisory services are available only in provinces where our individual representatives are registered. Products or services provided by third parties are independent of Stewart Fisher Financial and are not monitored or endorsed by the firm.
Investment Representatives include Richard Paliani, Nick Giovannetti, Larry Hoekstra and Phil Danelon who offer mutual funds through Quadrus Investment Services Ltd. Investments in mutual funds are subject to various fees and expenses, and their values can fluctuate. Please review the prospectus carefully before investing, as past performance is not indicative of future results.
Insurance, segregated funds and related financial products & services are offered separately through Stewart Fisher Financial as independent agents. For further information, please reach out to your advisor directly.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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