Glendon Delisser holds a Masters of Business Administration (MBA) degree in Finance and Investments from City University of New York, Baruch College. He has over 10 years of experience as a professional financial advisor.
Glendon is committed to helping his clients transform their goals and dreams into preferred lifestyles, quality memories, and lasting legacies through proactive and strategic planning, sound financial and risk management advice, and meaningful client-friendly reviews.
Glendon helps his clients effectively invest their registered and non-registered assets such as RRSPs, RIFs, TFSAs, RESPs, group RRSPs, LIFs, and corporate and investment accounts. He also helps small business owners and professionals manage risks and plan for retirement.
Glendon provides customised financial and investment solutions while also consulting his clients’ trusted legal and tax advisors. This holistic approach to wealth management helps ensure that his clients’ overall goals, objectives, preferences, and constraints are coordinated across strategies related to tax, estate, asset and risk management, and retirement and education planning.
Glendon and his team possess the requisite skills, expertise, qualifications, experiences, motivation, interest, and provincial licenses to provide exceptional service and preferred solutions to his clients. He is warm and considerate, trustworthy and motivated, and takes seriously his fiduciary responsibility to care for his clients.
Professionals, small business owners, retirees, working families, and high net worth investors have materially benefitted from Glendon’s expertise and advice.