financial planner oakville



CESAR LAUPER, CFP
Financial Advisor
Branch Manager


Cesar, a 22 year veteran 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.

In addition, Cesar, as an advisor is a much sought after investment funds advisors by other companies. His 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.

Through various radio shows, public seminars and articles, Cesar has shared the principles of wealth creation and wealth preservation with his clients.

Knowledge is power A lesson you can learn from Sipan Capital


Welcome to SIPAN CAPITAL

CESAR LAUPER
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905 829 0959 Ext. 223
416 877 4685
cesar@sipancapital.com


WILLIAM CHAN
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905 829 0959 Ext. 230
416 529 8055
william@sipancapital.com


JOSE FIDEL TENORIO
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905-829-0959 Ext. 233
647 830 9545
josefidel@sipancapital.com


LUIS POSADA SOTO
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905-829-0959 Ext. 227
647-892-9400
posadasoto@sipancapital.com


EWELINA KORZYNSKA
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905-829-0959 Ext. 226
647-887-6525
ewelina@sipancapital.com

JESSICA LOPEZ
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905-829-0959 Ext. 222
jessica@sipancapital.com











SIPAN CAPITAL | 2870 Portland Drive, Oakville, Ontario Canada, L6H 5W8 Ph. (905) 829-0959 Fax (905) 829-1337
Copyright © SIPAN CAPITAL , 2008. All Rights Reserved