Since 2014, Florin has been helping his clients enhance and secure their financial well-being by customizing savings and investments portfolios designed to grow in prudent and tax-efficient ways. Utilizing various risk management strategies, Florin helps clients protect their family’s financial security to support the survivors or effectively passing the wealth to the next generations.
Florin’s attention to detail, integrity and commitment to his clients’ financial success, have gained him an excellent reputation and formed strong relationships with his client throughout the GTA.
Florin has completed his financial studies with a Certificate in Financial Planning and is holding the top professional designation of Certified Financial Planner®, enabling him to offer financial advice at the highest levels and committing him to serve his clients’ best interest.
He is working diligently with the best team of specialists in each field of expertise and engages all available resources to ensure his clients receive the best recommendations, service and ongoing support.
Cindy and Liam Logan
Florin had been our financial advisor for 8 years. In that time he has managed our finances and investments extremely well. We appreciate all his time and efforts pertaining to our retirement and portfolio and any needs and questions we may have had. We have now been able to retire at 57 year old. One thing we are grateful for is he has always answered his phone.
Not only has he helped my husband and I, but our two daughters as well with their investments and RRSP. We have now invited Florin to help my mother in her final investment portfolio and wishes. He has been a real support and a true professional. HE CARES……
I just wanted to share a quick note and let you know you are doing a great job. I appreciate the fact that you are always reachable, and you turned finance from enigmatic into something that is easy for me to understand and plan for. Also, I love how you handle all aspects of my financial picture: retirement, education for my son, and life insurance planning.