Address100 King Street West
Toronto, ON M5X 1H3
My BackgroundSilvia has a passion for working with clients. Her approach to understanding both the big picture and the smallest details of a client’s situation, is what has led to her success in the financial services industry for 20+ years.
As an Investment Counsellor, Silvia manages portfolios on a discretionary basis for high-net-worth families, corporations and trusts. She leverages her experience as a Financial Planner to create a roadmap tailored to meet each client’s unique goals. From this, an asset allocation strategy is designed to deliver upon the stated objectives. Continuous monitoring and updating of the portfolio and plan are instrumental in its long-term success. A multi-disciplinary team of professionals including tax and estate planners, private bankers, capital markets specialists, etc. round out Silvia’s offering to provide a one-stop shop experience for clients.
Silvia holds the Chartered Investment Manager designation (CIM®), is a CFP® professional and is registered as an Advising Representative and Dealing Representative with provincial regulators across Canada.
When away from the office, Silvia enjoys working out, travelling and spending time with her husband, two daughters and dog Sam.
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®Registered trademark of Bank of Montreal, used under license.
Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.