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- Sebastien Chevrier
Sebastien Chevrier
Having physicians in the family has helped Sebastien develop a strong understanding of the financial challenges doctors face as well as the lack of truly superior resources and services that exist for them to optimize their wealth. This, together with his Portfolio Manager designation and 14 years of experience as a Financial Advisor, makes him very well suited to help physicians plan for financial success. Sebastien's approach is proactive, with a focus on personalized service and collaborative client relationships.
Contact:I support these types of investment needs:
- Holistic Wealth Management
- Wealth Creation
- Comprehensive Financial Planning
- Legacy and Succession Planning
- Tax Planning
- Insurance Solutions
- Discretionary Investment Management
- Managed Portfolio Solutions
- Philanthropic Solutions
- Alternative Investments
schevrier@cgf.com
416.867.6011
800.382.9280 (Toll Free Canada)
1.800.382.9280 (Toll Free US)
Fax: 416.869.7356
https://www.linkedin.com/in/sebastienchevrier/
CIM®, PFP®
- Toronto
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