Stav Adler Cim, Ciwm, Fcsi, Cpca

Stav Adler Cim, Ciwm, Fcsi, Cpca Email and Phone Number

Associate Portfolio Manager and Retirement Analyst @ PI Financial Corp.
vancouver, british columbia, canada
Stav Adler Cim, Ciwm, Fcsi, Cpca's Location
Richmond, British Columbia, Canada, Canada
Stav Adler Cim, Ciwm, Fcsi, Cpca's Contact Details

Stav Adler Cim, Ciwm, Fcsi, Cpca work email

Stav Adler Cim, Ciwm, Fcsi, Cpca personal email

About Stav Adler Cim, Ciwm, Fcsi, Cpca

My name is Stav Adler and I am an Investment Advisor and Associate Portfolio Manager at PI Financial Corp. I help my clients manage their investment portfolio within the context of a comprehensive retirement plan. A CLOSER LOOKAccording to Standard & Poor’s Ratings Services only 27% of active money managers outperformed the TSX Index on a one year basis and only 8% outperformed the TSX Index on a three year basis.To help investors see the true performance of their investments we use a proprietary software for an advanced analysis technique called Fingerprint Analysis. This analysis is used as an evaluation and monitoring tool for managed investments, such as mutual funds. Getting a fingerprint analysis of your mutual funds is an excellent way to get an objective second opinion. Available for free at: WWW.THEMUTUALFUNDCHALLENGE.CAFINGERPRINT ANALYSISFingerprint diagrams are simple to understand performance maps that are used to assist in the early detection of changes in relative performance. Using Fingerprint Analysis we actively monitor and manage our client portfolios to ensure that each investment continues to qualify as a top pick.RETIREMENT ANALYSISUsing advanced retirement analysis techniques, we are able to calculate the likelihood that you will be able to enjoy your desired retirement lifestyle with a 90% probability of success. We accomplish this by optimizing your plan, “back testing” it in history, and then “stress testing” it to evaluate its ability to withstand a wide range of adverse events and conditions. After all, when it comes to your retirement, failure is not an option.

Stav Adler Cim, Ciwm, Fcsi, Cpca's Current Company Details
PI Financial Corp.

Pi Financial Corp.

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Associate Portfolio Manager and Retirement Analyst
vancouver, british columbia, canada
Employees:
225
Stav Adler Cim, Ciwm, Fcsi, Cpca Work Experience Details
  • Pi Financial Corp.
    Associate Portfolio Manager And Retirement Analyst
    Pi Financial Corp. Apr 2003 - Present
    Vancouver, Canada Area
  • Pi Financial Corp.
    Associate Portfolio Manager
    Pi Financial Corp. Apr 2003 - Present

Stav Adler Cim, Ciwm, Fcsi, Cpca Skills

Financial Planning Wealth Management Investment Advisory Retirement Planning Wealth Investments Financial Advisory Mutual Funds Insurance Retirement Securities Portfolio Management Strategic Financial Planning Strategy Wealth Management Services Investment Strategies Alternative Investments Asset Allocation Management

Stav Adler Cim, Ciwm, Fcsi, Cpca Education Details

Frequently Asked Questions about Stav Adler Cim, Ciwm, Fcsi, Cpca

What company does Stav Adler Cim, Ciwm, Fcsi, Cpca work for?

Stav Adler Cim, Ciwm, Fcsi, Cpca works for Pi Financial Corp.

What is Stav Adler Cim, Ciwm, Fcsi, Cpca's role at the current company?

Stav Adler Cim, Ciwm, Fcsi, Cpca's current role is Associate Portfolio Manager and Retirement Analyst.

What is Stav Adler Cim, Ciwm, Fcsi, Cpca's email address?

Stav Adler Cim, Ciwm, Fcsi, Cpca's email address is st****@****ail.com

What schools did Stav Adler Cim, Ciwm, Fcsi, Cpca attend?

Stav Adler Cim, Ciwm, Fcsi, Cpca attended Canadian Securities Institute, Canadian Securities Institute, Age-Friendy Business Academy, British Columbia Institute Of Technology.

What are some of Stav Adler Cim, Ciwm, Fcsi, Cpca's interests?

Stav Adler Cim, Ciwm, Fcsi, Cpca has interest in Show Jumping, Kungfu, Children, Life Long Learning, Volunteer Riding Coach, Dining Out, Westcoast Swing Dancing, Health.

What skills is Stav Adler Cim, Ciwm, Fcsi, Cpca known for?

Stav Adler Cim, Ciwm, Fcsi, Cpca has skills like Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Wealth, Investments, Financial Advisory, Mutual Funds, Insurance, Retirement, Securities, Portfolio Management.

Who are Stav Adler Cim, Ciwm, Fcsi, Cpca's colleagues?

Stav Adler Cim, Ciwm, Fcsi, Cpca's colleagues are Amy Foley, Jim Mcmeekin, Shirley G. Avon, Stan Lee, Bruce Johnstone, Brad Kohn, Deborah Crockett.

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