"Gian Paulo has been my advisor for more than 20 years."

"Gian Paulo has been my advisor for more than 14 years. He takes the time to understand my needs and goals and ensures that I have a clear comprehension of the overall financial plan that we created. I especially value his attention to providing investments and strategies that provide me with a stable income so I can enjoy retirement. I enjoy peace of mind knowing that I am in good hands." - K. Perry

"Thank you for helping me in getting a financial plan in place"

"Thank you for helping me in getting a financial plan in place and providing a structure that I could follow. Our frequent communication (both on the phone and in person) makes me feel like you are closely watching my portfolio and gives me great confidence in your ability to help me manage my financial affairs." - S. Olatunde

"I don’t hesitate to provide friends and family with a referral to your services"

"You do a fantastic job and I don’t hesitate to provide friends and family with a referral to your services. Hugo and I are both very appreciative of the time you take with us in providing valuable advice and financial planning services." - N. Arraial

"It makes me feel very secure"

"Thank you so much for all your help. I'm so glad I can get your advice...it makes me feel very secure." - P. Ramsden

"Gian Paulo was a pleasure to work with"

"During my work with a large employee assistance provider I had the opportunity to have Gian Paulo facilitate a number of workshops for one of our corporate clients. Gian Paulo was a pleasure to work with and I found him to be knowledgeable and experienced on many financial matters. The feedback that we received from the audience was excellent and many would recommend his workshops to their colleagues." - Samuel A. Miller

" he has impressed me with his work ethic, presentation style and attention to detail"

"Gian Paulo has presented and also prepared a number of corporate workshops for us. I have always found him to be a great resource for unbiased financial education and he has impressed me with his work ethic, presentation style and attention to detail. He was able to translate difficult issues into simple, plain language that the audience could understand which resulted in great evaluations from the employees." - Gabor Gellert

Form Submission

Upon request, I provide professional and comprehensive educational presentations to company owner/ executives, employees and groups of individuals. Topics vary, but some of my most popular topics are: Budgeting & Effective Money Management Strategies

Making the Most of a Severance or Early Retirement Package
Understanding Markets and Long-term Investing
Ten Rules of Tax Planning
How Psychology Affects Your Investment Program
Basics & Benefits of RRSPs & TFSAs
Social Studies of the New Retirement
If you are interested in arranging a speaking engagement with a group of at least 15 people, please contact me or complete your details below.

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