Vito Puglisi Email & Phone Number

Vito Puglisi is a Senior Financial Security Advisor- Helping families secure their future with dignity. at Global Maxfin Investments Inc. He possess expertise in investments, retirement planning, wealth management, segregated funds, strategic financial planning and 7 more skills. Colleagues describe him as "It has been a pleasure to have Vito as my financial advisor for many years. My loyalty is based on a few very important factors: 1) attentiveness - does not provide cooky cutter financial solutions, listens to ensure you are provided a service and products that encompasses your current and future plans. 2) always available to respond - is available and reachable and you can count on his reply in a respectable timeframe 3) Honesty - you can count on him to let you know what is… Show more" and "Vito has played and continues to play an integral role in building my personal financial well-being. He has always offered sound financial advice based on my investment objectives and is always available to answer any questions. We meet regularly to review my portfolio and assess my risk tolerance as well as make sure that my investments are on track with my needs and goals. He always takes the time to make sure that I have an understanding of where my finances are headed. It is my… Show more"

Listed skills include Investments, Retirement Planning, Wealth Management, Segregated Funds, and 8 others.

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  Senior Financial Security Advisor

  Global Maxfin Investments Inc

  Jan 2003 - Present - Montreal, Canada Area