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    Alisa Carli


    Address

    1 First Canadian Place
    40th Floor
    Toronto, ON M5X 1H3

    Languages

      English

    My Background

    As part of the Kubicek Group, I offer clients a customized, discretionary management approach in addition to the traditional advisory relationship. Having been in the financial services industry since 1990, I recognize that every relationship begins with understanding a client’s needs and expectations — for the short and long term. With this information, customized wealth creation programs and cash flow management strategies are developed.  

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