I joined GP Wealth Management in June 2000. Working with high-net-worth families, I specialize in helping clients minimize their taxes while maximizing after-tax returns on their investments.
As a seasoned and trusted Financial Advisor, I have experienced the dramatic events in the financial markets over the last two decades. My experience can help guide you through the uncertain times.
I start with developing a sound financial plan personalized to your needs.
Trust, credibility, and integrity are the hallmarks of my practice; it’s earned by building a long-term relationship. My clients know that their best interests always come first.
Education
Università degli Studi di Roma 'La Sapienza'
Political Science, Major in Economics - (1979–1982)
Canadian Investment Funds Course - (1992)
Experience
Senior Vice President,
GP Wealth Management - (June 2000–Present)
President & CEO
Alexis Capital - (January 1995–May 2000)
Investment Adviser
Stuart & Associates - (January 1992–January 1995)
Skills & Expertise
- Wealth Management
- investment Funds
- Retirement Planning
- Insurance and Estate Planning
Fluent in Italian and English; conversational in French
Associations
- Investment Funds Institute of Canada
- Independent Financial Brokers of Canada
- Registered Deposit Brokers Association
View Roberto Montemurro's profile on LinkedIn.