Advisors

Stav Adler

Associate Portfolio Manager

As a trusted Portfolio Manager and Retirement Analyst, Stav Adler’s goal is to help you manage your investment portfolio within the context of a comprehensive retirement plan.

Using advanced retirement planning techniques, your financial circumstances and expectations will be modeled to optimize and help you simplify some of the most critical decisions for your future. While retirement planning is considered a science and art, it is most of all, a detailed service founded in trust that will provide you with the clarity and peace of mind that you deserve.

If you prefer to delegate the day-to-day investment decision to a qualified professional, then discretionary portfolio management may be the right fit for you. You maintain executive control while assigning Stav as your portfolio manager to focus on the day-to-day activities. He does the work, so you don’t have to.

Stav holds the following designations: Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI) and Certified Professional Consultant on Aging (CPCA).

When away from work, he enjoys volunteering as a riding instructor in a family equestrian business and occasionally compete in equestrian show jumping competitions.

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