Our Philosophy
We create unique, life-planning partnerships with our clients that respond to changes as events in your life change.
Professional accreditation: The Certified Financial Planner (CFP) designation is recognized across Canada and throughout the world as the standard for education, examination, ethics and experience. Trust is at the heart of the financial planning relationship - trust in the planner's competence and integrity.
Experience: Roman has been advising clients in Welland and surrounding areas since 1998.
Professional Practice Standards: provide the foundation in designing each client's personal plan, which is monitored and updated during regularly scheduled periodic reviews. A personal plan may include Investment, Retirement, Estate and Tax Planning.
Vision Statement: To be recognized as the trusted Certified Financial Planner of Choice for the Niagara Region.
As an entrepreneur, this ensures the continuity of our personal service, and our accountability to our clients not to an employer.
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