Finance

Cesar Lauper

CFP® , CIM® , FCSI® , CFDS

Think of your financial portfolio like a car. Under the hood of that car are all the parts needed to make it run. But when one part isn’t working or is missing, it won’t run efficiently. Your financial portfolio has multiple parts, too. Having a holistic approach to your finances leads to newfound wealth by reducing costs and increasing investments. With the right financial advisor looking at the big picture, you can reduce debt, improve your cash flow, lower costs on insurance policies and tax returns, and increase your investments to hit your goals. All these areas working together correctly, produces results. Cesar Lauper, WDCXs trusted financial advisor, can help you tap into opportunities and create greater wealth for you and your family.

Cesar Lauper on WDCX

Get in touch with Cesar today!

Read Cesar’s most recent blog post

Cesar uses a biblical based framework for decision making, this framework includes his SEVEN BIBLICAL FINANCIAL PRINCIPLES that lead to financial peace.

Cesar, who has decades of experience in the financial services industry, applies a rigorous, detailed financial analysis that optimizes financial strategies best suited to each individual, family or company. His skillful application of the current Canada Revenue Agency (CRA) rules for investing, successfully constructs long term investing procedures that increase the wealth of his clients. Tax minimization strategies are always top of mind. Cesar’s holistic approach to portfolio optimization effectively integrates investment, insurance and estate planning.

Cesar’s passion, commitment and integrity utilized in his successful personal and financial interactions with investors, has propelled and strengthened his quest for the best financial tactics that evolve into leading edge financial strategies. These leading edge financial strategies are then applied to his clients’ portfolio to accelerate their wealth creation and wealth preservation process.

Cesar Lauper is an independent financial adviser, there is no affiliation between WDCX Radio and the financial services offered by Cesar Lauper. Mutual Fund services offered through IPC Investment Corporation. 

Commentary provided as a general source of information and not to be construed as personal finance advice. 

Contact
416-877-4685

297 Lakeshore Rd East. Suite 2 Oakville ON L6J 1J3