Advisor Profile: The Walsh Di Stefano Investment Group - Montreal
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From left to right – Paolo Di Stefano, Nadia Kazmi, Richard Walsh, Liesel Nurse
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Richard Walsh and Paolo Di Stefano are excited to be a part of the Clearsight Investment Program and look forward to offering alumni with a second opinion when it comes to their investment and retirement planning, especially in these volatile markets.
Richard and Paolo’s team bring more than 22 years of experience providing a comprehensive wealth management approach to investors, which includes financial planning, insurance, and investment management.
In addition to Richard and Paolo, The Walsh Di Stefano Investment Group includes Liesel Nurse, B.Comm Finance Faculty of Management, Sales Assistant, Nadia Kazmi, B.A Econ, Marketing Associate and Mimi Noche Client Database Management and Marketing Assistant.
Richard graduated from Concordia University with a Bachelor in Biochemistry specializing Medicinal Chemistry and Pharmacology. He is also an avid sailor and scuba diver and is happily married to Christine and the proud father of a teenage daughter, Samantha.
Paolo graduated from University de Laval has been providing investment services for the last 10 years is happily married and the proud father of a beautiful four year old son Luca.
The Walsh Di Stefano Investment Group is located in downtown Montreal.
To speak with Richard or Paolo directly and find out more about how they can assist you with your financial goals, please contact their office directly at (514) 390-4869.