Michael Zagari on Clubhouse

Bio

I am a Fellow of the Canadian Securities Institute, the highest credential offered by the Canadian Securities Institute, a Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Investment Advisor.

My business partner Edward and I, co-founded Zagari+Simpson, a family wealth management firm which provides principle-based investment advice combined with tailored, goal-oriented financial planning. We also partnered with Mandeville Private Client Inc., a securities dealer, to offer our clients broad access to a diversified suite of public and private investment options.

Throughout the past 17 years in the industry, I have established and maintained long lasting relationships with my clients and I recognize the most crucial aspect of my work is to develop trusting and open relationships. When clients have a specific "want or need" we plan it together. When clients question if they will have sufficient savings to generate the required income for retirement, we run projections, cash flow analysis and many "what-if" scenarios.

Ultimately, I am guiding my clients to learn more about themselves and to help them remain confident during all their personal life transition moments.