I started investing in 1986 when I was 22. I had saved too much money and my piggy bank was bulging. I picked up a prospectus of a mutual fund and I started a PAC (pre-authorized contribution) plan. A year later, in October 1987 I experienced my first crash. It definitely changed my perspective on investing. I kept on reading and researching mutual funds and in 1989 I obtained a law degree. Mutual funds seen from a legal point of view was the topic of my thesis.

I started my professional career as an advisor in 1992. I spent the first 5 years at a major financial institution in Italy, I came to Canada in 1997 and I advised clients for one of Canada’s largest banks for almost 3 years.

In 2000 I opened an Edward Jones office in East Vancouver. It was the year of technology and telecom stocks, Nortel closed at $124 the day I obtained my license.

I experienced my first real crisis one year later, on a sunny late summer day in 2001, another event that, combined with the financial crisis of 2008 has shaped the way I approach investing. As we experience the crisis of 2020, I can draw and take advantage of what I have learned in the past ones.

I am totally aligned with Edward Jones’s philosophy: we serve only one type of client, the individual conservative long-term investor.

If for you investing is not a sprint but a marathon, give us a call and let's start a conversation.