CFP®, RRC®
Conseiller en gestion de patrimoine
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 PLANNERMD designation from The Financial Planning Standards Council of Canada and the Registered Retirement Consultant (RRCMD) 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.