With 25 years of financial services experience, Brian Valvasori is actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and families, estates & trusts, and charitable and business organizations.
Brian has demonstrated a commitment to continuous education and has earned the professional designation of Financial Management Advisor and Personal Financial Planner and has a bachelor's degree from the University of Ottawa.
A resident of Toronto, Brian is actively involved in Junior Achievers within the community. And, when Brian has a spare moment, he likes to cook and enjoys learning about wine.
Brian is an experienced financial services professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.