Casey Reilly
H.B Comm. (Hons), CIM

My Background

With a career spanning back to 2013 in the accounting industry and subsequent transition to Wealth management in 2015, Casey brings a wealth of financial expertise to the table. Holding a Chartered Investment Management (CIM) designation, Casey has not only demonstrated a commitment to excellence in providing trust, confidence and integrity to each of his clients.

Specializing in Investment planning, Casey has successfully navigated the intricacies of wealth management, providing tailored solutions for high net worth and ultra high net worth clients. This proficiency extends beyond conventional financial management, encompassing intricate aspects of estate planning to safeguard and optimize the legacies of his clientele.

With a foundation built on strategic financial acumen and a dedication to professional development, Casey continues to be a trusted advisor in the dynamic landscape of wealth management.