Our Team

Cotty has over 20 years experience in the investment business.

He came to Investment Planning Counsel after 10 years with two major banks holding positions in sales and marketing for their money desks in Montreal, Vancouver and Toronto dealing bonds, BAs Commercial paper, and forex for commercial and corporate accounts.

His schooling began in Montreal, continued under the French Baccalaureate system in London, England but switched to "O" and "A" Levels before admittance into University of Western Ontario for a B.A. in Economics. He now lives in Etobicoke with his wife Stasia and daughter Carolina.

Cotty's financial credentials include:
 

Certified Financial Planner - (CFP®) 

Certified Investment Manager - (CIM)

Financial Management Advisor - (FMA)

Fellow of the Canadian Securities Institute - (FCSI)

Also:

Life Insurance - Level II

Canadian Securities Course - (CSC)

Professional Financial Planner Course - (PFP)

Branch Manager Course

Wealth Management Essentials

Conduct and Process Handbook

Cotty speaks English and French fluently.

Click on the logos below to learn more about the  Financial Planning Standards Council (FPSC) &  Fellow of the Canadian Securities Institute - (FCSI)
 

Insurance products available through Constantin J. Laptev.