Boris Guzman, BA, CHS, EPC, CFP
Financial Advisor, Assante Financial Management Ltd.
Boris is the founder of Proactive Financial Results Inc. and has been in practice since 1987. He has structured his business to support individuals, self-employed businesses and corporations – concerned about their investments, insurance and benefit plans.
He is a 25 year member of, Advocis, The Financial Advisors Association of Canada. It is the largest voluntary professional membership association of financial advisors in Canada, representing approximately 11,000 members in 40 Chapters.
Boris is also registered in Ontario, Alberta and British Columbia as an insurance agent, and he is able to provide life insurance and disability insurance solutions.
With over 25 years in the Financial Services industry Boris can provide his clients with a full array of mutual funds, segregated funds, GIC’s and other financial services.