Ron Zizman

Ron has been in the financial services industry since 1996, holds the Canadian Investment Manager (CIM^®) designation and is a Senior Portfolio Manager. He has extensive experience in business, management and finance working as an economist at the senior level, and director in several businesses and economic roles. He also has a Master’s in Business Administration, giving him the ideal balance of education and training to help families, businesses and not-for-profits become successful.

Ron helps families and individuals achieve their financial goals by using sound financial strategies including a detailed financial plan that guides them in making informed decisions. With regular portfolio reviews, clear communication and a team of financial and tax planning experts, Ron and the team help clients successfully navigate the complexities of the financial tools available to them including estate planning, business sale and transition, intergenerational wealth transfer, and charitable trusts all in the most tax efficient ways.