Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified Estate Planner, and a senior member of our investment management committee. He began his career by becoming a Registered Representative in 1996. His expertise is working with high net worth Individuals, as well as small to medium-sized businesses. He works with a team of industry professionals to coordinate a complete financial wellness program for his clients. This includes financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.