Carlo DeRose

Carlo has extensive financial services experience gained over 25 years in executive retail banking at TD Canada Trust and in wealth management at Assante and recently with TD Waterhouse where he headed up the Private Client Group. His in-depth experience in serving the needs of affluent clients will enable him to provide an outstanding experience to his clients.

Carlo holds a B Comm. from Concordia University and a certificate from McGill in Urban Land economics and Real Estate Investment Analysis. He serves on the Board of the Juvenile Diabetes Research Foundation and has done so for the past 14 years.

Carlo’s educational background, industry experience and caring manner positions him well to serve the needs of affluent investors in the areas of customized investment management solutions and other high net worth strategies.

Services

Private Client Wealth Counselling:

• Investment  and Portfolio Management
• Comprehensive Wealth Management solutions
• Global approach to investing including traditional and alternative classes
• Multi boutique asset model