Achieving more with your investment dollars is a combination of products and the right advice. At DUCA, we offer both. Whether you’re not sure where to begin or you need some advice on how to take your current investments to the next level, our financial advisor is here to give you all of the support you need to succeed. From straight-forward advice to detailed financial guidance, we’re here to help you achieve more with your investments.
MEET DUCA'S INVESTMENT ADVISOR
Peter Mahzari understands that a positive, trusting relationship with a client is the key to developing the right plan to meet a client’s financial objectives. By taking the time to understand each individual’s personal goals – taking into account all the variables that influence financial decisions such as investing, banking, cash flow, credit, and protection needs – he is able then to develop personalized guidance regarding investment, retirement, or financial objectives. His advice is rooted in pragmatic and proven strategies known to help clients achieve long-term financial goals. With regular communication on market shifts and developments, and personal meetings (at least once a year) to comprehensively review portfolio performance, Peter Mahzari is an experienced investment advisor who helps you do more with your money.
Your starting point to learn more about your financial advisor is through the Investment Industry Regulatory Organization of Canada (IIROC). Click here to access the IIROC AdvisorReport.
Would you like to talk to DUCA's Financial Advisor? Click on one of the links in the upper right to make an appointment.
Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.