Stav Adler

Stav Adler


Portfolio Manager

Retirement Analyst

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As a trusted Portfolio Manager and Retirement Analyst my goal is to help you manage your investment portfolio within the context of a comprehensive retirement plan.  

Using advanced retirement planning techniques, your financial circumstances and expectations will be modeled to optimize and help you simplify some of the most critical decisions for your future.  While retirement planning is considered a science and art, it is most of all, a detailed service founded in trust that will you provide you the clarity and peace of mind that you deserve.

If you prefer to delegate the day to day investment decision to a qualified professional then discretionary portfolio management may be the right fit for you.  You maintain executive control while assigning me as your portfolio manager to focus on the day to day activities.  I do the work, so you don't have to. 

I hold the following designations: Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI) and Certified Professional Consultant on Aging (CPCA).

I enjoy volunteering as a riding instructor in a family equestrian business and occasionally compete in equestrian show jumping competitions.   

To learn more about retirement analysis, watch my personal two minute video on Advanced Retirement Planning.






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