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September 2014 e-Update |
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Introducing Our New Specialist, Francesco Laudadio
In our ongoing efforts to provide a robust financial and estate planning offer to our valued clients, we are pleased to introduce the newest member of our team.
Francesco Laudadio has been practicing financial planning for over twelve years. As a Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC), Francesco's key mandate is to assist families to achieve both personal and business financial goals. He will work with your network of professionals, such as your lawyer and accountant, to deploy a holistic financial plan in an efficient manner.
After our introduction and participation, Francesco will analyze all aspects
of your life when preparing a financial plan, before formulating any recommendations. As part of his process, he will incorporate other specialists, such as our Estate Planning Specialist Michael Saron, to address specific requirements and/or opportunities within the plan.
Francesco rounds out our group of partners, which includes Liz Moran, Wealth Advisor and Michael Saron. Typically, once we have taken clients through the financial planning process, they gain significant satisfaction and wonder why they hadn't done it years earlier!
Let us make the introductions and be a part of your financial planning process.
Very best regards,
Smith Falconer Financial Group
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| CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto, Ontario.
The views of Lois Smith and Rodney Falconer do not necessarily reflect those of
CIBC World Markets Inc. |
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