CFP®, RRC®
Wealth Advisor
Avrum has worked in the wealth management industry for over 30 years and specializes in guiding clients to a secure retirement. He understands that planning for retirement can be confusing and the decisions you make today will have a significant impact on your life and your family’s financial future. Whether you’re a professional, business owner or already retired; Avrum helps clients maximize income, minimize taxes and protect assets to prepare for a financially sound retirement. By managing his clients’ financial risk, Avrum helps them achieve the peace of mind knowing they and their loved ones will never have to suffer from a lack of financial security.
With his prior firm, Avrum started as a financial consultant in 1993, was appointed to the role of division manager in 1997 and became a senior financial consultant in 2007. He has the CERTIFIED FINANCIAL PLANNER® designation from The Financial Planning Standards Council of Canada and the Registered Retirement Consultant (RRC®) designation through the Canadian Institute of Financial Planning (CIFP). Avrum graduated with a Bachelor of Business Administration (BBA) from York University and has taught Personal Financial Management in both the MBA & BBA programs at the Schulich School of Business.
Avrum enjoys spending time with his wife, their 2 children & grandchildren. He is Past President of the North Scarborough Rotary Club and is very active in their charitable endeavors. Avrum is an avid cyclist and golfer and enjoys watching classic movies.