Certified Financial Planner
Panorama Wealth Management
Investia Financial Services
“Family has always been important to me, and it naturally became my focus as an advisor,” said Justin Claros, a husband and father of two. “My best clients are families of multiple generations, many three and four generations. Every stage of life requires a different understanding of priorities and goals – my strengths have been in providing sound investments advice along with retirement planning and tax & estate planning at every stage of one’s life.”
Claros joined Ottawa-based Panorama Wealth Management as a financial advisor in 2014 and is building his business by providing multi-generational wealth planning. Claros holds the CIM and CFP designation. His success as a young advisor is driven by the ability to build strong personal and professional relationships with clients. Claros’ success is driven by an empathetic attitude and goal of improving the lives of everyone around him.
With his star on the rise, Claros had this to say to young financial advisors entering the industry: “Be your best client. Practice what you preach on all levels, investments, life insurance, taxes, estate planning. If you have everything in order, it’ll come much more naturally speaking and advising clients about it.”