Rui has been providing professional financial planning services to clients for over 40 years and specializes in retirement and estate planning. Rui has obtained the CFP® designation in 1991 - 2026 with the Financial Planners Standards Council (FPSC).
Toni has over 30 years experience in the financial services industry and oversees all aspects of our business. She has obtained her Certified Professional Consultant on Aging (CPCA) and is a member of the Age-Friendly Business Academy.