About Mauricio Dreher

Today, the need for competent, objective financial guidance has never been greater. With the experience and infrastructure needed to put clients first, Mauricio has a practice based on sound advice.

Mauricio’s career was built on the belief that a foundation of independence and excellence would yield the greatest good for his clients.

As a highly energetic, resourceful and motivated team player, Mauricio possess several years of progressive responsibility and expertise in Financial Planning Services, complemented by language skills in English, Portuguese, and Spanish. He has delivered lectures at National and International Conferences, including lectures to the Defense and Health Care Ministers, with audiences ranging from 20 to 500 people.

As a CERTIFIED FINANCIAL PLANNER® Professional and a Responsible Investment Specialist, his training and education is extended by an Information Technology degree as well as Foreign Exchange and Cash Management courses.

Since Mauricio believes knowledge is the foundation to excel in decision-making, he constantly elevates his clients by delivering this throughout their relationship, which builds the foundation for their financial achievements, including financial protection, tax savings strategies, capital preservation, investments and estate planning.

As a member of Canfin Wealth Management, Mauricio is committed to these 5 principles:

• Consistent application of a qualified approach to wealth creation, preservation, distribution, and management
• Excellence in client service
• Comprehensive services through a closely linked group of expert service providers
• Remain Independently owned and operated
• Committed to being a good corporate citizen by adhering to the triple bottom line: sustainable business, environmentally friendly business, and ethical business operations to make stakeholders proud to associate with us

Mauricio is licensed to offer the following services:

• Full Financial Planning (offered thru Canfin Magellan Investments Inc)
• Mutual Funds (including RRSP, RESP, LIRA, etc.) (offered thru Canfin Magellan Investments Inc)
• Insurances (including Life, Health, Disability, Critical Illness, etc.) (offered thru Canfin Capital Group Inc)
• Tax Preparation (offered thru Canfin Management Inc)

Canfin Group of Companies is also able to offer:

• Mortgages
• Estate Planning