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

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.

Listed skills include Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, and 15 others.