Sono began his career in the financial services industry in 2012 and joined Investors Group Securities Inc. (IGSI) in 2016. Prior to joining IG, he worked for a full-service brokerage and the largest discount brokerage in Canada. Sono graduated from Carleton University with a Bachelor of Commerce (Honors) degree.
Sono provides overall portfolio and individual securities advisory services for high net worth clients who seek advice regarding portfolio structure. He provides written portfolio summaries which analyze existing portfolio investments and makes recommendations based on the client’s current situation, risk tolerance and objectives.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.