Reinaldo’s career has spanned over 20 years as an advisor. As a Certified Financial Planner, CFP, his focus is developing comprehensive financial plans that encompass disciplined portfolio management, tax minimization and goal attainment. Reinaldo specializes in retirement planning with a focus on effective asset withdrawal strategies to support his client’s retirement income needs. In addition, he works with an entire client’s family to ensure wealth maximization through the multiple generations. His wife, Lori, a valued member of the practice for the past 16 years, is his Executive Assistant. He has two sons, Max who is entering his 4th year of studies at Ryerson University and Jesse, who is entering grade 11 in Newmarket.
Life’s success by design
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