Superior risk adjusted returns that fit your planning objectives
Chisani Wealth generates superior risk adjusted returns through direct investment in publicly traded securities and private companies. The independent research process helps our portfolio management team identify and filter the most attractive securities and third party money managers, based on a total return basis.
Chisani Wealth Group consists of Claudio Chisani and Flavius Chisani, Investment Advisors and Portfolio Manager, Investment Associates Sareena Sodhi.
"Our goal for interaction with our clients is to strike the ideal balance of healthy, timely communication and reporting as well as consulting with additional tax, estate and insurance professionals they chose to engage."
Investment Associates
Sareena Sodhi
Sareena is an integral member of the team with over 10 years of industry experience. She is currently working on her Chartered Investment Manager designation.
Structure
The Chisani Wealth Group operates as part of BlueShore Wealth, a subsidiary of BlueShore Financial and Aviso Wealth.
In the media
How the U.S. election could impact Canadians
October 30, 2024
Assessing Nvidia's valuation
August 29, 2024
Investors should prepare for US election rollercoaster
August 20, 2024
Navigating large-cap tech with AI offerings
June 4, 2024
2024 Chisani Wealth Money Talks
March 7, 2024
Chisani Wealth 2023 Money Talks
September 13, 2023
Trusted Advisors Circle: Proposed Changes to the Alternative Minimum Tax for 2024
August 31, 2023
Why tech stocks are prudent for the discerning buyer
April 27, 2023
Can investors still rely on much-loved tech stocks?
November 1, 2022
Investing and financial planning in the challenging economy
October 11, 2022
Webinar: How to protect your nest egg in a storm
June 7, 2022
Three bits of wisdom from mistakes made by money managers
April 27, 2022
Does Netflix's crash signal a good time to buy tech stocks?
April 25, 2022
Investing veteran Claudio Chisani says this is what you should pay attention to for the rest of 2022
March 29, 2022
Investment expert Claudio Chisani says the ‘tide is changing’ for growth investors
March 28, 2022
How to invest in U.S. farmland? An investment advisor counts the ways
February 22, 2022
Consider this before joining a gold rush
February 9, 2022
Uncertainty lingers as snowbirds consider the implications of travelling abroad this winter
October 21, 2021
Summer investment update
August 2021 (password required)
SPAC-tacularly risky
August 21, 2021
Some dark horses could become trojan horses
January 28, 2021
Structured notes and their potential role in your portfolio
August 12, 2020
How alternative investments can fit into your strategy
When building and diversifying your investment portfolio, there are many opportunities to explore. What alternative investment opportunities exist and which are worth consideration?