Nerio has nearly 30 years of investment industry experience, where each client is unique and requires an individual plan to achieve their short-and long-term goals. He looks to identify the goals, then structure a plan while monitoring the progress over the long term. Mutual Funds, Stocks, Bonds, Private Placements, GIC’s & Insurance Products are used to assist his clients in building multi-generational wealth. Corporate clients may additionally require cash management, currency conversions, Group RRSPs or IPPs.