Bela Izzo

Executive Assistant

Bela has a Business Diploma from Mohawk College. She has also completed The Canadian Investment Funds Course in 2001. She has been working alongside William H. Shutt for 23 years. Bela is responsible for the accurate and timely preparation and processing of all our client’s investment instructions. This includes all follow-up with the fund companies to ensure that all instruction and information is correct and up to date. She ensures that all questions and concerns are met in a timely fashion.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.