Filippo De Bonis,  F. Pl., CIM.

Filippo De Bonis is a seasoned professional with over 15 years of experience in wealth and investment management. He holds dual university degrees in Finance and Sociology from Concordia University, reflecting his broad expertise in both financial strategy and social dynamics. 

Filippo furthered his qualifications by attaining his Financial Planning degree from the Institute of Financial Planning (formerly IQPF). He is a Chartered Investment Manager accredited by the Canadian Securities Institute.In his role, Filippo leverages his extensive knowledge and experience to provide comprehensive and personalized financial solutions, helping clients navigate the complexities of their retirement landscapes with confidence and precision.