Roberto Cesario, Cfp, Rrc
About Roberto Cesario, Cfp, Rrc
Roberto Cesario is a Division Director at IG Wealth Management, where he has worked since 2010. He specializes in financial planning for small business owners, offering guidance on employee protection, family protection, and comprehensive financial strategies.
Work at IG Wealth Management
Roberto Cesario has served as Division Director at IG Wealth Management since 2010, accumulating 14 years of experience in the Greater Toronto Area, specifically in Vaughan. In this role, he advises clients on comprehensive financial strategies that encompass both personal and business financial planning. His focus includes employee protection and family protection, ensuring that clients receive tailored advice to meet their unique financial needs.
Education and Expertise
Roberto Cesario studied at York University and Nelson A Boylen Secondary School. His educational background supports his expertise in financial planning, particularly for small business owners. He provides guidance on complex financial matters, including cash flow management, asset protection, income splitting, business continuity planning, and capital gains tax reduction.
Background
Roberto Cesario has built a career centered around financial planning, with a specific emphasis on serving small business owners. His approach integrates personal and business financial plans, allowing clients to achieve a comprehensive understanding of their financial landscape. His role involves advising on employee protection and family protection, which are critical components of business financial planning.
Achievements
Throughout his tenure at IG Wealth Management, Roberto Cesario has developed a reputation for helping clients navigate complex financial areas. He offers specialized guidance on managing passive income tax and foreign assets, particularly for business owners. His ability to create comprehensive financial strategies has positioned him as a valuable resource for clients seeking to optimize their financial outcomes.