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Carlos Perez has over 20 years experience as a Senior Wealth Advisor at Scotia Wealth Management in Toronto.  Leads a 5 person team focused on helping families located both in Canada and in select jurisdictions abroad meet their financial goals within the stability and strength of the Canadian financial system.

I advise members on retirement, estates, and wealth building. Helping them save on taxes, debt, and maximize growth efficiency.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 18 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 18 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

Private Banking 1859 offers a discretionary investment management
offering, guided and directed by senior leaders of NBC. Professional portfolio
construction is comprised of the following functions: Asset Allocation,
Investment Strategy, Manager Selection, and Portfolio Management.

I have been in the  Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word  "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.

The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and  I hope to help and assist other excutors as I move my practice forard in this direction.

My educational qualification are as follows:

BA ( Uof T)- 1976

Entered the Business with a large Insurance company from 1977 to 2007.

fromm 2007 to the current time, I am an independent Insurance  and Financial advisor with a large MGA.

CLU-  designation in 1984

CFP  -designation in 1997

CH FC-designation in 1989

REBC-designation in 2002

GBA- designation in 2002

EPC- designation in 2005

Welcome to South Western Ontario!  Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?

My firm, established in 2010, focuses on clients with less than $500,000 of assets.  Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.  

With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement.  Areas of focus are:

Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.

My firm operates off of one simple founding principle:

"How Can I Help?"