Aron has been recommending advanced Investment, Tax & Estate strategies for business owners and select families in Alberta since 2003. His disciplined approach and professionalism have earned him a reputation for being financially astute and client-focused. His clients appreciate the valuable advice and regular meetings provided to review their financial progress.
He believes in continually improving his knowledge through education and has earned the following professional designations:
CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship.
CHARTERED INVESTMENT MANAGER (CIM) is granted by the Canadian Securities Institute. It is our client's assurance that Aron possesses the knowledge, skills, and tools necessary to evaluate and manage the most complex aspects of a client's portfolio.