CommonWealth Financial Strategies at Queensbury Securities Inc.
Your CommonWealth Financial Strategies Team provides you with a unique and powerful complement of qualifications you can trust to steward your wealth. Graz Circosta, CFP and Paul Perrone, CFA hold two of the most trusted and internationally recognized professional financial designations in their respective fields of Financial Planning and Investment Management: The Certified Financial Planner designation and the Chartered Financial Analyst designation.
Graz holds the Certified Financial Planner designation. He has helped Canadians to achieve their financial goals since 1987. Graz was the Director of Financial Planning for a major financial institution, training a nationwide team of over 1,400 Investment Advisors. Under his guidance Canadians were well served as he increased the knowledge base of Investment Advisors who were responsible for providing financial planning and investment services for the clients of chartered banks.
Paul holds the Chartered Financial Analyst designation and is a registered Portfolio Manager with the Investment Industry Regulatory Organization of Canada. He has over 28 years experience in the Investment Industry. As part of a team, Paul directly managed over $1 Billion in client funds for the national investment arm of a chartered Canadian bank. Paul utilizes his specialized qualifications to provide a professional investment management process for clients.
With the combined strengths of your CommonWealth Financial Strategies professionals you can feel secure that your investments are suitable for you and your family.
Our Professional Associations
Our professional member associations, the Financial Planning Standards Council of Canada and the Association for Investment Management and Research in America uphold the highest standards of ethics, knowledge and professionalism in the Investment Management Industry. These organizations advocate for the needs of individual investors for fairness, transparency and protection in global financial markets. The Founding Members of Your CommonWealth Team believe in giving back to their communities and are members of various volunteer organizations. We are registered with Queensbury Securities Inc., a member of Canadian Investor Protection Fund (CIPF) and Investment Industry Regulatory Organization of Canada (IIROC).