Ray Dragunas has over 20 years experience as a Portfolio Manager at Canada’s largest financial institutions and managed fee based accounts for notable high and ultra high net worth individuals and their related corporations.

Many of his clients also were those who experienced “Sudden Wealth Syndrome”.  They were typically lottery winners, beneficiaries of large estates and business owners who monetized their years of hard work.

With his experience he was able help coach people to make good decisions. To this day they continue to maintain a large portion of their wealth while living a comfortable lifestyle.

He is now taking his years of experience and making it available to not only his traditional client base, but to those who perhaps do not qualify for such services from their financial institution immediately.  To see if we can help you visit Who We Help.