Aron has been recommending advanced Investment, Tax & Estate strategies for business owners and select families in Alberta since 2003. His disciplined investment approach and professionalism has 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 has an advanced offering which is a rare combination of TRI-LICENSING. This is in the form of his Securities License (ability to trade stocks, bonds, mutual funds, exchange traded funds, alternative investments, etc), his Options License (ability to trade financial options) as well his Life/A&S License (ability to recommend and implement proper types and amounts of life/health insurance). He has also been granted his Portfolio Manager registration.
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 investment portfolio.
PORTFOLIO MANAGER (PM) registration carries a fiduciary duty to act with care, honesty and good faith, always in the best interest of the client. Investment decisions, therefore, are independent and free of bias. As fiduciaries, securities regulation requires the highest level of education and experience in the investment industry. Aron adheres to these recognized standards of competence and ethics in all professional activities.