Fred Dimitriadis FCSI, CIM PORTFOLIO MANAGER
As a Portfolio Manager I dedicate myself to helping my clients reach their financial goals by building a portfolio that is uniquely suited to achieve their needs and aspirations. My aim is to foster a cooperative approach rooted in trust, comfort and communication at all times. My clients come first!
Outside of my passion for success as a Portfolio Manager I enjoy spending time with my family, traveling, and playing several sports such as golf, basketball and hockey. My family is without a doubt my number one priority. In addition, I enjoy spending time in my community and work with several children’s charities throughout the year. I believe that giving back to the community is a must.
Having been in the business for over 30 years, I understand the cyclical nature of the market and the changing requirements of my clients as they progress through the different stages of their lives. I work with my clients, assisting them to reach their financial goals throughout their journey with special focus at key junctures such as buying a home, planning for a child’s education, retirement planning and estate planning. We create a portfolio that is best suited to achieving your specific goals throughout your lifetime. We provide a tailored experience, exclusive to your personal situation and aspirations that grows with you and your family. Building a portfolio that serves your needs is a process, not a one size fits all solution.Learn More
Kristin Mielke Associate Advisor
As an Associate Advisor I strive to provide superior service to our clientele. Having over 25 plus years of experience in the financial services industry assisting clients with their queries I work one on one with Mr. Dimitriadis to meet our clients’ needs. As a team we work together to build, implement and monitor our clients’ portfolios. We embrace a process approach that is diligent and responsive. It is our goal to provide continuity of service; to be ever present for our clients. Embracing a team approach assures that there will always be someone there to help you!Learn More
OUR SOLE FOCUS IS YOU
Our principle goal is to protect and grow your wealth over time. Our investment philosophy is value centric. Before investing we seek to understand the quality of the securities we are recommending. We look for value for the shareholder. We deploy your capital in a flexible manner that mitigates risk. Our team know you and your portfolio, and is never more than a phone call, or email away.