Bill Stanimir, MBA, CFA

My Story
My mission is to provide individualized investment counsel to small and large investors alike.

In the implementation of this strategy, the first priority is to identify our client’s specific needs and interests, followed by the development of the appropriate investment portfolio which would address specific issues as follows:

• liquidity needs
• income requirements
• growth objectives
• investment time horizon
• specific requirements (RRSP, RESP, TFSA, tax requirements)

All financial assets have investment risk, consequently, constant monitoring of the portfolio holdings is required.