Sergio Vial, CFP
Senior Financial Advisor
Consistency over the years and into the future.....
For over 30 years, Sergio has built and managed a successful financial services business whereby he continues to dedicate one-on-one personalized service to his clients. Many of them have been with him since the very beginning and have gained a level of trust whereby his business continues to grow by referrals.
Integrity, trust and dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals.
Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.
It Is a Tougher Game When Central Banks Turn Hawkish
Jun 29, 2022
Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....Read more
Can your risk tolerance change?
Jun 15, 2022
Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....Read more
Buy low, sell high—the challenges and opportunities
Jun 15, 2022
It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...Read more
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