CFP®, CIM®
Conseiller en gestion de patrimoine principal
With more than 25 years of experience helping affluent individuals, families and business owners with their financial needs, Anthony brings a breadth of knowledge, skill, and dedication to his work at AGES Wealth Management. He holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and works closely with clients on all aspects of their strategy.