Stan Casar

Background

About Stan Casar

I help my customers grow and protect their wealth - the client is #1. I provide integrated financial solutions tailored to your needs and goals. You can expect trusted advice, integrity and professionalism. My trademark is outstanding personal service with regular, open and honest communication. Investment recommendations are personalized and custom designed for each client. I will work with your accountant or lawyer to help you implement your life goals. This includes designing tax-saving strategies, business succession, wills and trusts along with risk management/insurance. With over 25 years of experience, my background in finance includes trading, brokerage, sales and risk management with some of the largest global and top-rated investment banks in the world. I have experience in all aspects of the financial arena including equities, fixed income, options, structured products, mutual funds and GIC's. Specialties: During my career I managed risk for some very large institutional clients. I now apply these same skills to identify opportunities, control risk and develop financial plans as part of a total wealth solution for individual investors.