Branch Manager & Financial Advisor

Cesar, a 22 year veteran in the financial services industry, applies a rigorous, detailed financial analysis that optimizes financial strategies best suited to each individual, family or company. His skillful application of the current Canada Revenue Agency (CRA) rules for investing, successfully constructs long term investing procedures that increase the wealth of his clients. Tax minimization strategies are always top of mind. Cesar's holistic approach to portfolio optimization effectively integrates investment, insurance and estate planning.

Cesar's passion, commitment and integrity utilized in his successful personal and financial interactions with investors, has propelled and strengthened his quest for the best financial tactics that evolve into leading edge financial strategies. These leading edge financial strategies are then applied to his clients' portfolio to accelerate their wealth creation and wealth preservation process.

Through various radio shows, public seminars and articles, Cesar has shared the principles of wealth creation and wealth preservation with his clients.