About 4C


4C L.I.F.E. Plan After extensive experience working within the financial services industry, our goal was to create a wealth management firm which satisfied and exceeded all client expectations.

Investors can be dissatisfied for a variety of reasons, however, it’s usually because of performance and service.

Thorough independent research and analysis allows us to choose only the highest quality and most appropriate products for our clients providing consistent out-performance and tax savings.

Upholding the 4C’s ensures our clients foresee financial success:

C onnection
Fully understanding our clients needs and implementing a customized strategy to fulfill their goals.

C larity
Transparent compensation structure created with the clients best interests in mind.

C ommitment.
To uphold the highest standards of client care.

C onsistency
Constant review of investment themes and client financial goals is paramount in achieving financial security and success.

Milos Misa Stefanovic Bio

Misa Stefanovic
President

Background

Misa Stefanovic is co-founder of 4C Wealth Management and has held a variety of roles within the financial industry, specifically in the mutual fund and investment syndication arena.

His previous roles at CI Investments, Jovian Capital and Acuity Funds have given him great insight into all aspects of wealth management.

He has a Business Management Diploma from Humber College and is a licensed Financial Advisor through 3i Financial Investment Services.

Ethics

At 4C Wealth Management we believe in mitigating risk and providing only the best products possible to our clients. We sell no proprietary (or in-house) products but rather have the ability to chose from a broad range of product manufacturers. We strive for the best industry practices for compliance, fiduciary care, reporting and transparency. Furthermore, all of our employees and their families invest in the same products we offer to our clients to help align all of our interests. Our clients benefit because our advisors are trained to focus on having a client-centered professional relationship which entails the following:

  • client capital is treated equally regardless of account size
  • compensation is aligned with the clients’ best interests in mind
  • clearly defined realistic client goals and portfolio return expectations

Through honesty, integrity, planning and thorough research we allow clients to foresee a secure financial future.

Regulation

4C Wealth Management’s financial advisors are licensed through 3i Financial Investment Services Inc. who are a member of the Mutual Fund Dealers Association (MFDA)